The Case for Owning Individual Stocks

The Reformed Financial Advisor

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2+ y ago 42:52

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It is my belief that yes, you can own individual stocks in your long-term holdings. While some financial advice tells you that mutual funds, ETFs, and robo advisors are your only option, I think they are missing the mark. An alternative path, as David Gardner put it, is to "find good companies and hold those positions tenaciously over time to yield multiples upon multiples of your original investment."
Read the essay - The Case for Owning Individual Stocks, by Andy Flattery: https://www.simplewealthkc.com/post/back-to-basics-investing
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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.

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