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What Is an IPO Advisor?

by Michael Corcoran September 23, 2021 An IPO (initial public offering) advisor is a firm hired to help a company navigate the process of listing on a public exchange for the first time. The advisor is usually an investment banking firm that has specialized knowledge of the company and the sector in which it operates. Key Takeaways […]

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What Is Retirement Planning?

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to gauge whether the retirement income goal will be achieved. Some retirement plans change depending

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