Brian Regan, CFA, Chief Investment Officer at Asset Management Resources, LLC, explains that stocks are ownership in a business. Fundamental analysis is analyzing the fundamentals of the business, applying valuation to that business, and comparing...
Brian Regan, CFA, Chief Investment Officer at Asset Management Resources, LLC, explains that stocks are ownership in a business. Fundamental analysis is analyzing the fundamentals of the business, applying valuation to that business, and comparing that valuation to price currently being held in market.
Everyone knows you should buy low and sell high. It’s hard to know what is low and high if don’t know what a business’ value is worth. Value is what you get and price is what you pay, so you want to make sure you pay less than the value of the business.
Brian encourages people not to make emotional investment decisions or play the market, and to use the resources of a certified financial planner fiduciary for your investment portfolio.
If you need help with your financial plan, contact us at (866) 771-8901. To learn more about Asset Management Resources, visit AMRfinancial.com.
Recorded August 3, 2023.