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Are Stocks, Mutual Funds or ETFs Good? – Interview with Craig Israelsen -Season 1: Episode 8

What are the best steps for people to take to learn how to invest?  And – do you like salsa?  If so, this episode is for you!

In finance, as in many other fields, knowledge is power.  And when you’re speaking with someone in academics, it’s an almost sure bet that you’re going to get answers to questions you have, while at the same time learning some valuable lessons.  In this episode of CAPitalize, Christopher Panagiotu, CFP®, CRPS®,  speaks with Professor Craig Israelsen, founder of the “Seven-12 portfolio”.

We answer questions that need to be asked: What’s the difference between an Exchange-Traded Fund (ETF) and a stock?  And what do terms like “low correlation” mean?  And what’s the important piece of advice for those who desire financial success?

Find out more on this edition of CAPitalize, the podcast for the intelligent investor!


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.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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 Lucia Capital Group or from any other investment professional.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities. Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek. Mutual funds charge annual fees (called expense ratios) and, in some cases, commissions, which can affect their overall returns. Investing in a share of a mutual fund is different from investing in shares of stock.

Before investing, carefully consider an exchange-traded fund’s or 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 Lucia Capital Group, a separate entity from LPL Financial. Craig Israelsen is not affiliated with Lucia Capital Group nor LPL Financial.

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