Insights: Investing

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March 3, 2021

E9: Investment Planning Strategies

February 1, 2021

Why we bought GameStop

December 18, 2020

The stock market isn’t the economy, and the S&P 500 isn’t the stock market.

Preparation Accumulation Distribution
August 20, 2020

Contextual Finance- or Why Benchmarks are Important

Preparation Foundation Accumulation Distribution
February 3, 2020

How long do I need to keep financial documents?

November 25, 2019

Custody and custodians:  Where is your money?

Preparation Foundation Accumulation Distribution
July 30, 2019

Breaking the Financial Rules of Thumb

Preparation Accumulation Distribution
July 19, 2019

Bond prices and interest rates. Tell me again how that works?

Preparation Accumulation Distribution
July 12, 2019

Don’t Under-estimate your Capital Gains tax!