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“Equity Investing” by Laura Tarbox
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Seven selection factors to help you name the right person.
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Choosing the best person using the grid system. (Scorecard and points)
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If you become incapacitated (unable to speak or make decisions), someone else will need to make care decisions on your behalf.
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Some with private equity owners, focused on making money, were particularly ill equipped and understaffed to handle Covid-19.
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Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
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For the first time, individual investors will have direct access to coveted DFA strategies
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“Charitable Giving” By Peter Kote & Don Vivrette
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Trump U. S. Department of Labor watchdogs just opened the door for private equity wolves to sell the highest cost, highest risk, most secretive investments ever devised by Wall Street to 401k plan sponsors.
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Behavioral finance tells us investors tend to hate losses about two and a half times more than we enjoy equivalent gains, and we will do just about anything to avoid losses.
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