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Investing in IPOs

5 Questions Every Investor Should Ask Before Jumping In

5 Questions Every Investor Should Ask Before Jumping In

June 23, 2026 by Bautis Financial

When headlines are everywhere, it's easy to confuse urgency with opportunity. Whether it's an IPO, a hot stock, or a private investment, asking the right questions can help you separate excitement from sound decision-making.

Read more5 Questions Every Investor Should Ask Before Jumping In
IPO Week 2025: What Investors Should Know

IPO Week 2025: What Investors Should Know

September 10, 2025 by Bautis Financial

IPO Week 2025 marks a turning point in capital markets, with more companies testing investor appetite after years on the sidelines. For investors, the rush of new listings provides fresh opportunities — but also demands careful scrutiny of fundamentals, valuations, and long-term prospects.

Read moreIPO Week 2025: What Investors Should Know
Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: September 2, 2021

September 2, 2021 by Bautis Financial

Reports released this week show estimates that the Social Security Trust Fund will be unable to pay full benefits beginning in 2034. That, and more, in this week's advisor commentary.

Read moreBautis Financial Advisor Commentary: September 2, 2021
IPO Investment: Can You Handle the Risk?

IPO Investment: Can You Handle the Risk? – Daily Flash Briefing

April 14, 2021 by Bautis Financial

Though a risk, investing in an IPO you believe in can lead to significant reward. Here's what Wealth Advisors Marc Bautis and John Williams think about the topic.

Read moreIPO Investment: Can You Handle the Risk? – Daily Flash Briefing
Amazon Alexa Device Daily Flash Briefing

Upcoming IPOs – Daily Flash Briefing

November 13, 2020 by Bautis Financial

These four companies are expected to make their initial public offer filings public by next week.

Read moreUpcoming IPOs – Daily Flash Briefing

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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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