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5 Important Financial Tools To Use When Preparing For An IPO

An Initial Public Offering (or IPO) is a big step for an entrepreneur to make. Making an initial public offering demonstrates that the business has provided enough value to sell its equity to the public, with the intention of raising significant capital. Successful IPOs also give the public confidence in the company when the offering is priced correctly and share prices rise. However, there are many complexities that a business owner should consider both prior to and after each IPO, like increased income as well as estate tax liabilities. An IPO may result in a significant windfall for the business owners, and there are five key financial tools that we’ve used to guide business owners during and after the IPO process; those key financial tools are GRATs, IDGTs, CRTs, 10b5-1 plans, and equity award plans (RSUs).

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Helping a Young Entrepreneur Organize His Finances

Josh Jones is a young entrepreneur who recently launched a successful technology start-up company after working as an Investment Banker on Wall Street for five years. He opened a brokerage account after his first few years of working and has been adding to it over time. He has always enjoyed following the stock market and picking single name stocks for fun. However, since his business takes up most of his time, Josh is no longer able to monitor his account closely.

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Video: Market Insights Discussion: Opportunity Zones

Get an in-depth view of opportunity zones in our Market Insights Video, led by Client Advisor, Loraine Salvo and featuring our CIO, Chris Moore and Head of Investment Research, Wayne Yi. They cover the basics of OZ funds, speak about investment strategies, and explain how we are implementing the strategy into client portfolios.

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What I’ve Learned In My 30 Years Working For A Family Office

When you are part of a successful family, the intricate details of wealth and lifestyle management can be overwhelming. Thankfully, there are people dedicated to helping families build and preserve their wealth while managing the complex challenges that come with it. My long career has been focused on doing just that.

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What's New At MQS: Summer Update

At Massey Quick Simon, we work hard to provide our clients with peace of mind so they can focus on what matters to them, which may include time at the Jersey Shore with family and friends this time of year. As always, we would like to thank all of our clients, team members, and friends of the firm who have positively impacted Massey Quick Simon so far this year. Continue reading to learn about our newest initiatives, offices, and blog posts!

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What Should You Do When You Turn 59½?

If you’re nearing 59½, don’t fret too much about getting old. After all, 60 is the new 40, right? There are many 50- and 60-year-olds who are in prime health and feel like they are just hitting their stride. Not to mention the often-forgotten benefits of getting older, like discounts at restaurants, retail stores and on travel.

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Massey Quick Simon Opens Doors In Rocky Mountain Region

Joining Massey Quick Simon and establishing the firm’s Rocky Mountain presence has been one of the most exciting things I’ve done in my career. When I came to know the firm, I was impressed with the vision: to create true alignment with clients. It’s an approach that is rarely executed successfully in the wealth management industry, and I am honored to make it available to clients in Denver and its surrounding communities.

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What To Do If You Get Divorced

Divorce can be emotionally, mentally, and financially draining. Not only are you adjusting to your new way of life, but you may be managing your family’s finances for the first time. While it can be overwhelming, divorce is also an opportunity to create the life you want. It’s the time to set financial goals for yourself and chart a path to get you there.

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Why I Became A Financial Advisor

There’s nothing like graduating college and starting your career—in the financial industry, no less—right at the onset of a recession. But before you start feeling bad for me, know that this experience was the catalyst that led me to pursue this career as a financial advisor further. The timing of when I embarked on this journey didn’t make me second-guess my choice, it reinforced it. Here’s why.

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Cybersecurity Tips & Best Practices For Our Modern Age

Whether it’s a data breach at Equifax or Yahoo or your elderly neighbor falling prey to a phishing scam, it’s hard to feel safe in the virtual world that we have created for ourselves. From centuries of experience we learned to lock our doors at night and stay aware when walking through the woods alone, but cybersecurity is new to many of us. Our parents and grandparents ingrained in us that we are not to talk to strangers as children, but there is no age-old wisdom being passed down regarding the internet.

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Video: May 2019 Market Insights Webcast

Our Market Insights Webcast features a Q&A session with Massey Quick Simon Chief Investment Officer, Chris Moore and Director of Marketing Darcy O'Brien. Chris will be answering questions about the recent equity rally, corporate earnings, and interest rates.

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