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The Self Educating Child

Mr. Money Mustache

Little MM and me self-educating with some Orson Scott Card, way back in 2017. After all, the only way to renew a drivers license or a passport (or a medical license for that matter) is to dive head first into the ridiculousness and grin and bear it for the sake of the end goal. We’ve come so far together since then!

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Are Insurance Companies Safe?

Tucker Advisors

4, 2017 [link]. This trend is causing ripple effects in the general public, especially among those who are getting closer to retirement age and want to protect their savings from market volatility. Insurance-only agents are not licensed to offer investment advice. 23, 2015 [link]. 12, 2019 [link]. 23, 2021 [link].

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. Lee holds a Ph.D. transgender male and female investors.

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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. Electronic Arts (sold) 28 We invested in video games publisher Electronic Arts (EA) back in 2017. 5 on a net of fees basis.

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What’s it like being an Edward Jones financial advisor?

Sara Grillo

So Nathan pay is a retirement plan consultant, and he’s here today to talk about the experience of being an Edward Jones financial advisor. Okay, everybody. A, welcome to the show. NATE PENHA: Hey, Sarah, thanks for having me. SARA GRILLO, CFA: Okay, so a, what was your original motivation for taking the offer then… 0:02:06.6

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This year’s Wild Crypto Debate

Sara Grillo

Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.

License 52
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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We were one of the last to get what’s called a value added license to the compus stat database. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? That’s actually research that was done by JP Morgan as of 2017.

Assets 173