Whitaker & Associates, LLC
"In The Business of Service"
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Whether you're new to investing or a long-time veteran, there are certain criteria that must be established regarding your investment objectives, risk tolerance, diversification and your expectations in general. Emotions such as fear, greed and inaction can negatively impact the performance of a portfolio.
Research and analysis more commonly referred to as due diligence, that assesses the fundamentals of a security such as P/E Ratios, debt, litigation, Balance Sheet data and the quality of the investment, is most important. When looking for value, growth, income or appreciation is where investment instruments come in. The report below (see link) lends itself to the various investment instruments with overviews as to what they entail.
