Author: Jon Markman

JPMorgan creates new team to trade shares of pre-IPO giants

JPMorgan Chase thinks it’s found the next hot market for investors:  Taking stakes in giant, pre-IPO start-ups from SpaceX to Airbnb. The investment bank is launching a new team to connect sellers and buyers in the burgeoning market for private company shares, according to Chris Berthe, JPMorgan’s global co-head of cash equities trading. He’s lured…
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Planning Your Retirement

Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring part: planning how you’ll get there. Planning for retirement starts…
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7 Steps to a Perfectly Written Business Plan

Every business needs to have a written business plan. Whether it’s to provide direction or attract investors, a business plan is vital for the success for your organization. But, how do you write a business plan? SBA.gov recommends that a business plan include: Executive summary — a snapshot of your business Company description — describes what…
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Digital Transformation Of Business Creates Dazzling New Winners

This might be the greatest time ever for shareholders. A perfect storm is on the horizon. The tailwinds are going to be amazing. Many investors don’t realize it yet, but the great digital transformation unfolding now represents a tectonic shift in the way businesses will operate in the future. This is setting up a once-in-a-lifetime…
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