A fun fact: Back in the go-go days of the IPO tech boom and bust, our CEO Ray Hennessey had a front-row seat. In a guest piece in Financial Advisor Magazine, Ray discussed what advisors can learn from history, as they guide clients through megadeals like OpenAI and SpaceX.

Short answer: IPO investing requires discipline precisely when the market is least conducive to it. That’s where financial advisors can shine.