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Stay Positive, Stay Calm

By Jason R. Koepke on Aug. 24, 2017
The tech sector’s long rally may cause unease for many investors wondering whether they’ve waited too long to profit. While many of the big names trade at unattractive lofty valuations, several companies and strategies still work with this unflinching tech bull market.

To IPO, or Not to IPO?

By Jason R. Koepke on Apr. 28, 2016
Investors in initial public offerings (IPO) often harbor dreams of windfall profits by buying a winning growth story in its early innings. Nothing stokes investors’ imaginations like a hot tech IPO, but late-stage fundraising rounds have emerged as an alternative source of funding. Mutual funds and other institutional investors have become increasingly active in the private market.