At Florio Wealth Management, LLC we understand that people have different wants and needs. We specifically customize our portfolios to the individual client(s). Many clients want their portfolio to generate income while some are looking for a Growth Portfolio and are willing to except more "risk," while others may be a bit more conservative and want more of a Value Portfolio.
Growth Stocks are associated with companies whose stocks tend to increase in capital value rather than yield income.
Value Stocks are associated with companies who have solid fundamentals that are priced below those of its peers, based on analysis of price to earnings ratio and other factors.
Income Stocks are company shares that provide a steady income, usually through dividend payments. they are also known as dividend stocks.
Remember: when you purchase a stock you are "buying a piece of the company" offering the stock. When you purchase a Bond you are loaning an entity money for a price, (interest).
Join us for an empowering financial education seminar that will equip you and your group with the knowledge and tools needed to thrive in today's economy. Invite your group and embark on a journey to financial freedom together!
Why financial education?
We believe our clients need to be part of the process. Understand why we recommend the portfolio and or products we believe fit you and your family's financial situation.
Click Here for more informationWe Cover Important Financial Topics
No Obligation
Financial Expert Consultation