Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost... 3/28/24 Weekly Money Not Math free Coffee Talk‪.‬ Money Not Math

Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost of Capital: A Gut Check on High-Flying Stock Returns. 3/28/24 Weekly Money Not Math free Coffee Talk.



Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee.



There is no pressure to work with me or become my client by stopping by in person or online.



It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility to. Even though I limit myself to only working with 100 clients at any given time. It is still important to me to provide as much value as I can to as many good people as possible. Which is why these conversations are so important to me.



Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. And this is live so I may make a mistake from time to time.



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Articles Referenced: https://www.morningstar.com/markets/morningstar-market-insights-central-banks-inflation-patient-investing?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_advisordigest&utm_content=52878&fbclid=IwAR3kwzQUeR8f8Zt6-wJCr-YT87fmhZ2T545ia2SPielXDHRLk3xu1jpESSo_aem_AW6W9TkvpIutht_-MWTOCL9utm0_HKpdKZpEVrtvEWIdz28XR6pUKclBEi5Xuy_U0wHv1ummN3zhUHg_Iz2_mnSv https://www.morningstar.com/portfolios/5-steps-spring-cleaning-your-investment-portfolio?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_morningdigest&utm_content=52906&fbclid=IwAR2KoLcTdPgFufG8KR6hHPht_YBR1w_A0QddpOhfEan6s_MGM_tonqAnGfQ_aem_AW60aFK7BGZDV1iWgz-k_qfPuYlI858sFJ8WfsEOjHQ64Ibn0lHPnTTei-1GcuiBBgvX91swbCNORWP0OENv3taM https://www.dimensional.com/us-en/insights/cost-of-capital-a-gut-check-on-high-flying-stock-returns?fbclid=IwAR27IgKAZl2lvJaBH1Wah2om0Q2XOdQ0cA_b5ASWymgAJjRHFaQ2ZPKQ6e0_aem_AW6_wDxm3oq6eeWL_tV3bYuD7dULpZSYoRdPvENAXkI3Q3rlo0-ZT_XhUBQRbUug-uOe0YnJbITfTpyfTpZlFyyp