IPO Investing for Dummies

IPO or Initial Public Offering is the process of a private company offering shares to the public as a new stock issue. The IPO allows the company to raise capital by selling shares of its’ company. Companies must meet SEC requirements and it often takes months to navigate through all the requirements. It indicates that a company has grown and matured enough to meet the demands and benefits of the responsibility it must carry to public shareholders.

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Pop Culture Investing Trends

Over the last year, and really since the start of the pandemic lockdowns we saw a pattern emerge. Cultural Trends were spreading like wildfire through society. With the help of Facebook/Meta, Instagram and Twitter hierarchical diffusion seemed to be on steroids. Hierarchical Diffusion is the spread of an idea from persons or nodes of “authority” or “power” to other persons and places. We entered the era of “influencers”, and they were talking about everything under the sun but especially investments.

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Socially Responsible Investing

Socially Responsible Investing (SRI) is the investment in companies that promote ethical and socially conscious ideals such as environmental sustainability, justice, corporate ethics and/or advocate against discrimination. This can be accomplished by either specifically including companies that are making positive impacts and/or can exclude others that are making negative or questionable impact.

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Cryptocurrency

Cryptocurrency is a digital based currency that is used to buy and sell goods but also trade for profit. I’m sure, most of you know someone who has invested in some version of cryptocurrency. They work using technology called blockchain, a decentralized technology spread across many computers and manages & records transactions. Most of the appeal of blockchain tech is the security.

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Fiduciary Investment Advisor

A Fiduciary duty can be found in many professions however, within the context of investment advisors the duty begins and ends with loyalty and care.

The duty of loyalty is the obligation to always serve the clients’ best interest as well as the mitigating any conflicts of interest.

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Lessons Learned as a Financial Advisor

Most of the lessons we have learned as Advisors is how we turn communication into actionable and successful plans to reach your goals. How we utilize resources for your benefit and the process that takes place, provides us with insight on how to best serve you, our clients. Financial Advising is both an Art and a Science.

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Post-Election Thoughts

Making trade and investment decisions based solely on big events is hardly ever an effective strategy. Having said that, there were obvious concerns about how this year’s election would affect markets and planning strategies. The best thing to do would have been to pick an allocation which you felt comfortable with and ride whatever wave came along with the election results. Some investors sat the sidelines, some bought what they thought might be winners in whatever their assumed outcome scenario was. All in all, what occurred is what I mentioned in our previous election commentary blog – the markets only care that there IS a President.

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Financial Literacy #5: Non-Retirement Investment Strategies

Have you invested for retirement? Do you have extra cash flow? After you’ve built up a solid retirement base, here are some other strategies to consider:

Individual or joint accounts

General investment accounts provide you with flexibility. Individual or joint accounts can help you save for your short, medium, or long-term goals and allow you to invest without the restraints of tax-deferred accounts. Withdrawals are penalty-free in the near-term, though you will pay taxes on dividends and capital gains.

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Financial Literacy #1: Planning for Your Financial Future

Financial planning is more than just investing. Holistic financial planning is the process of pursuing your life goals (planning for retirement, buying a home, saving for your child’s education, leaving a legacy for your family) through smart management of your resources. A solid financial plan includes goals, net worth, cash flow, retirement strategies, long-term investments, and estate planning.

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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