
Inflection Points- Buffett & Munger Unscripted with Alex Morris
Inflection Points
May 01, 2025
For episode 20, our guest is Alex Morris, founder of TSOH Investment Research and author of the newly released...
Community
Jul 24, 2024
Community
Jul 24, 2024
Our latest conversation is the first “Community Spotlight” episode of 2024, highlighting the Cody Barrasse Foundation. While the goal...
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Inflection Points
Jul 16, 2024
Inflection Points
Jul 16, 2024
We recently sat down with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Before starting that role, Callie...
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Investment Management
Jul 10, 2024
Investment Management
Jul 10, 2024
There are many factors to consider when choosing a financial advisor. One important thing that doesn’t always come to...
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Financial Planning
Jun 26, 2024
Financial Planning
Jun 26, 2024
We often receive questions from clients about whether they should have a trust. While the reasons vary, they most...
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Investment Management
Jun 11, 2024
Investment Management
Jun 11, 2024
Recently, members of our team sat down to have a conversation about the importance of having an Investment Policy...
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Financial Planning
Jun 06, 2024
Financial Planning
Jun 06, 2024
“Should I move it into a Roth?” That question is posed to us quite often. Roth IRA’s have gained in popularity...
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Investment Management
May 30, 2024
Investment Management
May 30, 2024
We can all agree that things cost a lot more these days. The Federal Reserve has used higher interest...
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Investment Management
May 22, 2024
Investment Management
May 22, 2024
There are thousands of articles, research reports, and books explaining the importance of compounding when it comes to investing....
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Investment Management
May 15, 2024
Investment Management
May 15, 2024
In Part I and Part II, we focused on things that should be actively avoided to achieve success as...
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