How to invest conservatively, cost-efficiently and ethically in the stock market
A presentation by Herges Capital
Udo Herges lays down the pillars of Herges Capital’s stock investment philosophy. Part of the 2016 How-to series of presentations at the San Diego central library.
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Often an initial step for investors is to trustfully forward their latest broker’s statement for us to comment on. Common are also requests to recommend funds out of a 401k program. In both cases fees and sufficient diversification guides our reply.