CAPitalize On How To Read A Financial Report (Statement) with Tage Tracy- Episode 42

When you’re considering buying shares of a company, one of the things a good CAPitalizer will look at is the financial statements.  This is especially helpful when you want to know what their true financial situation is.

But doing that can be really difficult. But have no fear, because of course – I’m here to help!  On this week’s program, my guest is Tage Tracy, author of How to Read a Financial Report.  We’re talking things like a balance sheet, an income statement, and a cash flow statement. 

Why are they important?  How do you go about analyzing a company to see if it’s worth owning for yourself or not?  And how do stock buybacks actually work? 

Get the answers – and more – 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.

The information contained herein does not constitute an offer to sell or a solicitation of an offer to buy securities. Investment products described herein may not be offered for sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful or prohibited by the specific offering documentation.

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 CAPitalize Your Finances 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. Tage Tracy is not affiliated with CAPitalize Your Finances or LPL Financial. LPL 1-05310296 (8/22​)

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