IPO Fever: the Cost of Chasing Excitement 

Hosted by William Urbanik, MBA with special guest Michael Arone, CFA of State Street Global Advisors

The excitement surrounding SpaceX’s IPO has reignited one of investing’s oldest questions: when does enthusiasm create opportunity—and when does it create risk?

Join Bill for an engaging discussion on IPOs, stock valuation, and the lessons market history can teach investors about chasing excitement. Bill will be joined by special guest Michael Arone, CFA, Chief Investment Strategist at State Street Global Advisors, one of the investment industry’s most respected market commentators and thought leaders.

Together, they will explore why some of history’s most celebrated IPOs struggled before becoming long-term winners, how investors can evaluate whether a stock’s price reflects reality or optimism, and why patience is often one of the most valuable investment disciplines.

If you’ve been following the SpaceX story—or wondering about future IPOs from companies like OpenAI and other innovators—this is a conversation you won’t want to miss.

Planning ahead for your Final Wishes 

Hosted by Jessica Geary, CFP® with special guest Maria Graziano-Bickerstaff of Hartman-Graziano Funeral Home, Inc.

Pre-funeral planning is an important part of a comprehensive financial plan, helping ensure your wishes are clearly documented and your loved ones are supported when the time comes. While these conversations can be difficult to have, planning ahead can provide peace of mind, create greater cost predictability, ease stress for family members during an emotional time, and help protect estate assets.

Join Jess and Maria Graziano-Bickerstaff of Hartman-Graziano Funeral Home, Inc for our upcoming By Your Side Chat on as they discuss the decisions and options available when preparing for final expenses and arrangements. Together, they will explore ways to budget for these costs, funding strategies that may fit within a broader financial plan, and practical steps you can take to ensure your wishes are known and your family is cared for.

Whether your goal is to put a plan in place now or simply better understand the options available for the future, this conversation will provide guidance to help you move forward when the time feels right.

The opinions voiced in these meetings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult a qualified professional prior to making a decision.

Any By Your Side Chat Special Guests and their affiliated companies are not affiliated with or endorsed by LPL Financial or SecondHalf Coach Wealth Management.

Individual tax and legal matters should be discussed with your tax or legal professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.