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April 5, 2019 
 
For beginner investors:
 
Explaining the difference between
small, mid and large cap stocks
and why this is important to know
 
          
Here's a little inside Wall Street secret for you: A lot of its inside industry lingo is actually useless. Except to the person spouting it off, that is; things like "oversubscribed", "golden-cross", and "Hindenburg Omen"  
 
Just talk over someone's head to come off as Mr. Smarty Pants, right? Wrong! It's more like you are coming off like a smart ass.  
 
Personally, I am complimented when someone who reads or watches my content says to me "thanks for explaining that to me. I get it now"  
 
There are names and classifications of assets, like stocks, that really do have meaning. Every industry has its own classifications because that's how it makes sense of different things.  
 
If I were to explain to a novice investor how to diversify the stock market portion of one's 401(k) or IRA, I would start by saying exactly what I say in the video below.
 
And please share this with someone you know. It's perfect for anyone who is just starting out in life, like recent college grads and anyone else who is new to investing. Hey, even experienced investors could probably benefit from this refresher course. One last thing before you click on the play button - please be sure to subscribe to my YouTube channel so you don't miss any upcoming videos. My content calendar is jammed packed and you don't want to miss anything. 
 
Here goes:
 
Does Stock Size Matter? Small-Cap vs. Mid-Cap vs. Large Cap! 
Does Stock Size Matter? Small-Cap vs. Mid-Cap vs. Large Cap!
 
 
 
 
 
 
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Thank you for taking the time to read this!
Mitch
 
 
I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.      

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MGoldberg@ClientFirstStrategy.com

   
All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market. 
  
  

Mitchell O. Goldberg, AIF®, AAMS

President | Investment Professional

OSJ Manager 

 

ClientFirst Strategy, Inc.

290 Broadhollow Road, Suite 200 E, Melville, NY 11747  

(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338

mgoldberg@clientfirststrategy.com | www.clientfirststrategy.com

      

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important goals and to confidently plan for the future that they envision.

  

 

 

 

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ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.