Author: Joel Dresang
Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
Separating self from true value
Although managing money is mostly a rational pursuit, emotions often play a part.
6 ways to get more from virtual appointments
Based on ongoing experience with remote appointments, here are some tips for getting the most out of remote portfolio reviews.
What We’re Reading
Selling in May, Dow 40K, prospects for utilities and other eye-catching items.
Money Talk Quiz, June 2024
Learn highlights from recent Money Talk Podcasts in a multiple-choice quiz with links for more information.
Heads Up: Disconnected utilities
Scammers are impersonating utilities companies. Learn what you should do.