In our previous illustration we discussed a few of my favorite stocks on my watch list and the importance of risk management.  I love AAPL, it has simply been my trade of the month.

In our newsletter, we discussed savings one’s resources and insuring one establishes an account that yields interest in order to generate residual income. This was our strategy to earn interest and increase our net worth. We will build upon this strategy to continue to create our financial plan.

Once one has developed risk management techniques, identified a broker to help one manage risk, consider these resources and investment techniques.

An investment strategy that counts the cost, assesses risk and incorporates strategies will yield a return.


Security is a negotiable financial instrument that represents an ownership position in a public traded corporation (stock), a creditor relationship with governmental  body or corporation. For example: investors of securities may buy and sell securities on their own behalf, an organization, financial institution and or behalf of their client.

Share is a unit of ownership interest in a corporation or financial asset.

Shareholder  is an individual or institution that legally owns a  share of stock in a public or private corporation.

Broker is an individual or party that arranges transactions between a buyer and a seller for a commission when the deal is executed.