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One of the hard parts about financial planning is that you get plenty of at-bats at the little stuff, like spending money, investing, and saving, but not a lot of opportunities to practice the big stuff. You might get a few chances at choosing a home, taking out a...
I recently joined a professional organization to discuss various topics in wealth management. On our first Zoom call there was a debate around the use of levered long/short strategies. For the uninitiated, a levered long/short strategy is a way of taking market risk...
The Federal Reserve conducts its Survey of Consumer Finances once every three years. It’s like the Olympics or World Cup for econ and finance nerds like me. The latest results were released a few weeks ago. Let’s run through some charts to look at trends in household...
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