Is your financial plan still on track? In this Finance Moment, Lance Knaack shares practical mid-year financial check-in tips, including reviewing your budget, savings, debt, investments, taxes, and financial goals to help you finish the year strong.
IPOs & Your Financial Plan: Should You Invest?
by Jason Gunkel CFP® CFA CAP® Chief Investment Officer |
July 21, 2026
A company's stock market debut can generate plenty of excitement, but is it the right investment for you?
In our latest Finance Moment podcast episode, Chief Investment Officer Jason Gunkel explores the opportunities and risks of IPO investing and shares why it's important to look beyond the buzz before making investment decisions.
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Jason Gunkel CFP® CFA CAP® Chief Investment Officer
