The excitement surrounding a major IPO like SpaceX can make it feel like you need to act quickly or risk being left behind. But popularity alone does not make an investment right for your portfolio.
This week, Regina breaks down the questions to ask before investing in an IPO, including how much risk you can handle, what purpose the investment would serve, and what you may need to give up to make room for it. She also explains how newly public companies can eventually affect your retirement savings through the index funds inside your 401(k).
Episode Highlights:
0:00 - Introduction
1:32 - Why hype does not make an investment right for you
3:21 - What an IPO is and why prices can be volatile
4:35 - Preparing for upcoming AI-related IPOs
6:02 - Could you handle a major drop in the stock?
6:54 - What purpose would the investment serve?
7:27 - Understanding the financial trade-offs
8:58 - How IPOs can affect your 401(k)
10:19 - Potential inclusion in the S&P 500
13:26 - AI, investing, and long-term uncertainty
16:13 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
This material was prepared by Snappy Kraken
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management