• 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.

    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.

    Jason Gunkel CFP® CFA CAP® Chief Investment Officer

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