Join us for our free Webinar:

SpaceX, OpenAI, and Anthropic

Should Big IPOs Change Your Retirement Plan?

Learn what decades of research show about newly public companies – and why the excitement around a listing so often points in a different direction than the results that follow.

📅 Monday, July 27th @ 2pm Eastern Time

Presented By:

  • Bob French, CFA, Chief Investment Officer, Parkwoods Wealth Partners

✅ 30-minute session | ✅ Free registration | ✅ Replay available

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The Headlines Are Loud – Here's What the Evidence Actually Says

Join us on Monday, July 27 at 2:00 p.m. ET for a 30-minute webinar on one of the most talked-about topics in the markets right now: the wave of high-profile IPOs from SpaceX, OpenAI, and Anthropic, and what they mean for retirement investors.

SpaceX has already gone public, and news reports indicate that Anthropic and OpenAI have each filed to do the same. Once a company lists, its shares trade on the open market, so ordinary investors can buy in through a normal brokerage account – which is part of why these listings have drawn so much attention.

That naturally raises a question: should you be trying to get a piece of this? And are you missing out if you don't?

In this session, Bob French, CFA, Chief Investment Officer at Parkwoods, will look at what decades of research say about how newly public companies tend to perform, and why the more useful question isn't "how do I get in?" but "does any of this change my plan?"

The goal is not to tell you what to do with these specific companies. It's to give you a clear framework for thinking about IPOs as part of a long-term retirement plan.

During the Webinar we'll cover:

  • Why the first-day "pop" that dominates the coverage is really a short-term event – and what research shows tends to happen to those gains in the weeks and months that follow

  • What decades of research suggest about how newly public companies, as a group, have performed in the years after they list

  • Why the excitement around a new listing and its longer-term results have so often pointed in opposite directions

  • Why capturing that first-day pop is not what a retirement plan depends on – and how long-term investors participate in market growth without chasing individual listings

  • Why Parkwoods generally does not buy IPOs in client portfolios, and the evidence-based reasoning behind that approach

If you've read the coverage and found yourself wondering whether you should be doing something, this session will help you think through it clearly – with time at the end for your questions.

This webinar is provided for educational purposes only and should not be considered investment advice. Statements about specific companies reflect publicly available information as of July 13, 2026 and are subject to change. The strategies discussed may not be appropriate for all individuals.

About the Presenter

Bob French, CFA

Chief Investment Officer | Parkwoods Wealth Partners

Bob French oversees investment strategy and portfolio design at Parkwoods, with a focus on helping clients understand how tax-aware decisions – like asset location, rebalancing, and withdrawal sequencing – work together to support long-term financial outcomes.

He has spent his career making complex investment concepts clear and actionable, so clients can feel confident that their portfolio is working as hard as it should be.

Hosted by Parkwoods Wealth Partners – helping clients make clear, confident, evidence-based retirement decisions.

Parkwoods Wealth Partners is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about our services and fees, please review our Form ADV Part 2A and Part 2B Brochure(s), available upon request or by visiting the SEC’s website at www.adviserinfo.sec.gov. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed, or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.

The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user.

Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.

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