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Description

Oregon-based Dutch Bros. recently went public and a surge of Kicker fans helped to push up the initial stock price. Is the purchase based on potential growth or an emotional connection to the drive-thru coffee chain? What are the benefits and pitfalls when it comes to purchasing an IPO? Epic Trust financial advisors Jeff Lewis and Marc Livernois explain why companies go public, and what you should consider before jumping on board.

Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

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To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

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Epic Trust Financial Group, LLC

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Richland, WA, 99352, USA

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

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