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2022 Second Quarter Stock Market Commentary
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The Principle Of Simplicity And The Key To Success
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May 2022 Stock Market Commentary
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April 2022 Stock Market Commentary
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Rising Interest Rates, Inflation, Bonds and the 60/40 Portfolio
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2022 First Quarter Stock Market Commentary
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February 2022 Stock Market Commentary
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January 2022 Stock Market Commentary
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December 2021 Stock Market Commentary
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November 2021 Stock Market Commentary
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You Have to Work Hard to Make it Simple
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October 2021 Stock Market Commentary
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September 2021 Market Commentary
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Thriving Family Principle: Invest in a Full Inheritance
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Inflation, CPI, and The Rising Cost of Goods and services
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What is DeFi?
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Bitcoin is a Swiss Army Knife
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Should I be investing in Cryptocurrency?
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Thriving Family Principle: How do you empower kids as leaders?
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The Secret to Creating Wealth: Returns or Cash Flow?
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August 2021 Stock Market Commentary
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July 2021 Stock Market Commentary
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Do you need an Estate Plan... An 11 Minute Estate Plan?
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Culture Matters. How Disengagement Impacts Your Wealth
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Risks of Private Equity Ownership of RIAs
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June 2021: 2nd Quarter Stock Market Commentary
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Is Your Spouse Prepared to Take Over the Family Finances?
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Our Process for Stock Market Commentary
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Being on the Right Side of History
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Digital Asset Management: The Rise of Bitcoin and Other Digital Assets
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May 2021 Stock Market Commentary
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Decision-Making: Define Your Hierarchy of Needs
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Don't Let Emotions Drive Your Investment Strategy
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April 2021 Stock Market Commentary
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Proposed Biden Tax Hike
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2021 First Quarter Stock Market Commentary
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Generational Wealth Begins With Education And Financial Literacy
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Concerned About Inflation? Learn How Diversification Acts as a Hedge
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February 2021 Stock Market Commentary
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Bitcoin, the Bible, Sound Money and How Values Can Direct Your Capital
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Pursue Purpose. Gain Independence. Break Away from the Wirehouse.
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January 2021 Stock Market Commentary
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Thriving Family Principle: Evidence Not Opinion
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Culture + Value = Mission
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2020 Year-End Commentary
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A New Year, A New Market
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Revealing the #1 Seductive Lie About Money
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Stewarding Your Wealth
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Thriving Family Principle: Estate Planning and Disinheriting the IRS
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November 2020 Stock Market Commentary
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