If you’ve been listening to financial news the past few weeks, you’ve undoubtedly heard about a slate of upcoming initial public offerings (known as “IPOs”). Given the popularity of the businesses at the center of these offerings – SpaceX, Anthropic, and OpenAI to name a few – it’s no wonder that IPOs are the talk […]

A client recently reached out asking whether or not I thought she should invest in shares of an Initial Public Offering (“IPO”). While these events are talked about in the news and grab the headlines, there are many facets of them that are not widely explained. Let’s take a closer look at IPOs – what […]