When we give our clients our “Critical Questions” to review at the kickoff of the financial planning process, we always caution them to think about each question as a scenario, to put themselves in situ and play it out. Why do we do this?..
It seems like investors are always looking for somebody to emulate. I find investors dissecting the buying decisions (and annual investor letter) of Warren Buffet, reading books by Peter Lynch, and spending hours trying to figure out how..
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