Financial Advisor | Financial Planning | Fiduciary | Concord MA | Boston MA
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Notes | Meeting House Capital | Financial Advisor | Boutique Manager | Concord MA | Boston MA

Meeting House Capital, LLC is a Concord, MA-based independent registered investment advisor (RIA) and a fee-only fiduciary providing portfolio management and financial planning services to individual investors and institutions. We aim to grow our clients’ capital in a prudent manner over the long term.

Posts tagged #investment #wealthmanagement #concordma
Long Term

We’ve written in the past about our preference for management teams that think and act long-term. We prefer business managers who are not afraid to make strategic, capital allocation, and hiring decisions that will impact their businesses five, ten, or twenty years into the future even if they are detrimental to short-term profitability. That sounds pretty good but how does one become long-term-oriented?

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Stock vs. Business

Investors sometimes ask, ‘This stock has gone down—should you be selling it?’ The short answer is: it depends. We should remember that a stock represents partial ownership in a real company and, as such, should reflect future business fundamentals. Similar to buying an investment property or a farm, any related income and the ultimate sale price generated by that investment should be reflected in the purchase price.

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