CAPitalize Your Long-Term Investments – Season 2: Episode 16

When it comes to investing, you’ve got many choices — perhaps TOO many! How do you make sense of what types of investments are out there, and, more importantly, how do you decide which of these may be appropriate for you?

For the long-term investor (one with at least a 10-year time horizon), trying to sort through all of the options is a daunting task. You want to make the right decisions, but your brain is turning to mush when figuring out which tools may provide you with the most success.

Fear not — the CAP in CAPitalize is here to help! On this week’s installment of CAPitalize Your Finances, I’ll take you through the stock market, which you can access through a mutual fund, an ETF or an individual stock. Don’t know the difference? Even better! I will also open your eyes to the interesting world of alternatives. What is an alternative, you ask? Set aside 20 minutes or so and the CAP in CAPitalize will set you straight.

Knowledge is power, what you’ll learn today may help you immensely in the future!

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.

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 CAPitalize Your Finances, a separate entity from LPL Financial.

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