Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “19 Points To Consider Before Making Large Capital Investments In Single Stocks” published by Forbes. The article explores some of the smartest approaches to mitigating risks and maximizing returns when making large capital investments in single stocks.

Read the full article on Forbes.com.

Disclosures:

This article is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This article is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.