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Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Investing Ideas
3 things to know about IPOs
Client Portfolio Manager Jordan Stuart discusses how the naturally volatile nature of the initial public offering (IPO) process represents part of a healthy movement of capital into new, more productive growth channels that drive economic opportunity for individuals, companies and countries.