Retirement Quick Tips with Ashley

IPOs | Recap + Highlights - Ep. 217


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It’s Sunday, which means...It’s recap time!

The theme for this week was: IPO investing. An IPO, or initial public offering, refers to a stock that becomes publicly traded for the first time. When a company offers ownership for the first time to the public, it can seem like a great opportunity to get in on the ground floor, but investors should exercise caution when investing in IPOs.

Hopefully after listening to the tips this week, you better understand how the IPO market works, what qualities to look for in an IPO, and make smart decisions about when you may want to invest in an IPO and when it’s best to watch from the sidelines.

Here’s what we covered this week:

  • What is an IPO
  • Is an IPO a worthwhile investment?
  • What you need to know about how IPOs work
  • Qualities to look for in an IPO
  • When to buy
  • And...how much of portfolio you might want to allocate to IPOs if you wanna play in the IPO market with a little bit of mad money

If you missed any of these episodes, you can find them on iTunes or Google Play by searching for the “One Minute Retirement Tip with Ashley”.

Tomorrow, come on back, because we’re starting a brand new theme: How to pick a financial advisor. This is a very popular topic, and there is a certain set of criteria you should look for in a financial advisor. Many “financial advisors” out there are looking out for the best interest of their clients, yet many aren’t. Since the barrier of entry to being a financial advisor is so low, I’ll explain the questions you should ask your advisor to make sure they are competent, qualified, and looking out for you.

That’s it for this week! Thanks for listening.

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, wealth management, IPO, IPOs, what is an IPO, lyft IPO, uber IPO, recent IPO, pinterest IPO, initial public offering

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Retirement Quick Tips with AshleyBy Ashley Micciche

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