2/10/23 FM

The original sale of stock to the public by investment bankers.

• Preferred Stock

• Tombstone Ad

• IPO (Initial Public offering)

• Subsidiary

A measure of how much of a loss you are willing to take on within your portfolio.

• Risk Tolerance

• Investment Strategy

• Wealth Preservation

• Sustainable Investing

Typically an investment banker, buys an entire new securities issue from the company offering it, and resells the issue as individual stocks to the public.

• Volatilty

• Underwriter

• IPO

• Investor

A term for investments that seek both positive financial returns and a positive long-term impact on society. 

• Risk Tolerance

• Investment Strategy

• Wealth Preservation

• Sustainable Investing

A plan designed to help you achieve your investment goals.

• Risk Tolerance

• Wealth Preservation

• Investment Strategy

• Sustainable Investing