In this episode of the Future Value Podcast, hosts John Pellosie, Joe Freemont, and Justin Ahner launch a new series on investing fundamentals. They break down the basics of stocks and bonds, including how ownership works, what drives prices, and how investors earn returns. The team also explains growth vs. value stocks, the role of indexes, and why diversification through mutual funds and ETFs matters. Whether you're new to investing or want a refresher, this episode offers clear, practical guidance to help you build a strong foundation and invest with confidence. _______________________________________________________________ Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions. Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved. All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results. The main risks of international investing are currency fluctuations, differences in accounting methods; foreign taxation; economic, political, or financial instability; lack of timely or reliable information; and unfavorable political or legal developments. Small company investments entail higher risks than investments in larger, more stable companies. Bonds are subject to availability and market conditions; some have call features that may affect income. Bond prices and yields are inversely related: when the price goes up, the yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is no guarantee of future results. ________________________________________________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 - 610-719-8600 www.legacy-online.com Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP) dba Legacy Planning, an SEC registered investment advisor. Insurance services offered through HUB International. GRP, Legacy Planning (a HUB international Company) and HUB International are separate entities from and not affiliated with LPL Financial.

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