Stocks, like them or not, are an integral part of most long-term investment strategies. As CAPitalizers, it’s important to know what role they play, and why you need to consider them when planning for your financial future.
Of course, choosing which stocks or funds you should own is not an easy task. How this is done – both qualitatively and quantitatively – is a specialty all its own.
My special guest for today, Atticus Lowe, is the co-manager and co-asset manager at 15 Equity and the author of “The Entrepreneurial Investor.” This is something he does every day. What is his investment philosophy, and what does he look for in evaluating a company? This is information that all CAPitalizers need to know. Tune in and get the details on part 1 of this fascinating interview!
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.
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.
Before investing, carefully consider a mutual fund’s investment objectives, risks, charges, and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call your financial advisor. Read the prospectus carefully before investing.
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. Atticus Lowe, and 15 Equity are not affiliated with CAPitalize Your Finances or LPL Financial