Office Locations

Madison, WI
1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
Suite 200
Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Rockford, IL
6952 Rote Rd.
Suite 400
Rockford, IL 61107

(888) 856-8801

Equities and Stocks

Stocks are the foundation of nearly every portfolio. Stocks represent equity ownership of a company. Over a long-term investment horizon, historical returns of stocks have outperformed most other investments. There are two main types of stock: common and preferred.

Common stock usually entitles the owner to vote at shareholders' meetings and to receive dividends. Preferred stock generally does not have voting rights, but has a higher claim on assets and earnings than the common shares. For example, owners of preferred stock receive dividends before common stock shareholders and have priority in the event that a company goes bankrupt and is liquidated.

Additional Investment Types

To learn more about the services SVA Plumb Financial can provide for you, contact us at (888) 856-8801.