Shownotes Transcript
What you need to know about investing in individual stocks. Brad Connors of iWealth, talks with Matt about individual stocks. Should you invest your retirement in individual stocks? Are you looking to invest in a specific company? iWealth Education is first! At iWealth, we pride ourselves on helping people make smart decisions regarding money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures to help you achieve your biggest goals and enjoy an unparalleled quality of life.
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Business Mission Statement · iWealth was created to help you manage risk while investing wisely and living well. · We believe in the “golden rule” of treating others how we want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses looking for clarity regarding their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect our family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath” TM; that our research has shown valuable to our clients and their families.
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