CAPitalize Your Investments – Season 2: Episode 15

This may or may not come as a surprise to some people, but there’s more to investing than just putting money into stocks — a LOT more.  Even combining just the simple, conventional “Stocks and Bonds” portfolio may not be enough to get you where you want to go.

It took the Big Crash of 2008 for me in the early days of my career to learn that the successful investors used more than just stocks, or stocks and bonds, when working on building their nest eggs.  And while not everyone needs to have a huge variety of investments, just knowing that other tools may be available to you is a big step forward.

Learn more about how I came to realize all of this, and how CAPitalizing your investments is so much more than just a slogan, on this week’s episode of CAPitalize Your Finances!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

It is important to keep in mind that investments in fixed income products are subject to liquidity (or market) risk, interest rate risk (bonds ordinarily decline in price when interest rates rise and rise in price when interest rates fall), financial (or credit) risk, inflation (or purchasing power) risk and special tax liabilities. Interest may be subject to the alternative minimum tax.

Treasury securities are backed by full faith and credit of the U. S. Government but are subject to inflation risk.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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