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What Makes A Great Investor?
Introduction to Investing, Investing Bobby Adusumilli 5/11/22 Introduction to Investing, Investing Bobby Adusumilli 5/11/22

What Makes A Great Investor?

In my opinion, investing is arguably the most competitive field in the world. So what differentiates a great investor from the rest?

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Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?
Investing, Introduction to Investing Scott Savage 5/4/22 Investing, Introduction to Investing Scott Savage 5/4/22

Bitcoin & Cryptocurrencies: Do They Have A Place In Your Portfolio?

To help you better understand cryptocurrencies, we provide a short history, potential benefits, concerns, and how your portfolio can potentially benefit from cryptocurrencies.

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Four Investment Accounts Young Investors Should Know About
Financial Planning, Introduction to Investing Bobby Adusumilli 8/12/21 Financial Planning, Introduction to Investing Bobby Adusumilli 8/12/21

Four Investment Accounts Young Investors Should Know About

Knowing which investment accounts to store your money can be challenging. We detail four investment accounts that can aid you in growing your wealth over time.

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Why Do Investors Underperform?
Investing, Introduction to Investing Bobby Adusumilli 6/24/21 Investing, Introduction to Investing Bobby Adusumilli 6/24/21

Why Do Investors Underperform?

We want to emphasize six aspects of investor psychology - also known as cognitive biases - that tend to hurt investor performance, and what investors can do to address these biases.

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Are Stocks Riskier Than Bonds?
Investing, Introduction to Investing Bobby Adusumilli 5/7/21 Investing, Introduction to Investing Bobby Adusumilli 5/7/21

Are Stocks Riskier Than Bonds?

You have probably heard the saying, “Stocks are riskier than bonds.” While the logic makes sense, are stocks actually riskier than bonds?

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What Do Millionaires Do Differently?
Investing, Introduction to Investing Scott Savage 3/11/21 Investing, Introduction to Investing Scott Savage 3/11/21

What Do Millionaires Do Differently?

The typical millionaire may surprise you. I think these characteristics and actions tend to help people grow their wealth over time.

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GameStop Mania: Another Lesson On Short-Term Speculation
Investing, Introduction to Investing Andrew Schaetzke, CFP® 1/29/21 Investing, Introduction to Investing Andrew Schaetzke, CFP® 1/29/21

GameStop Mania: Another Lesson On Short-Term Speculation

We don’t think that growing revenue, growing profits, or undervaluation can adequately explain GameStop’s valuation growth. Instead, we think short-term price speculation explains the majority of the dramatic growth.

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Saving as a Young Professional: Give Yourself Options
Financial Planning, Introduction to Investing Jennifer Smiljanich, CFP® 8/21/20 Financial Planning, Introduction to Investing Jennifer Smiljanich, CFP® 8/21/20

Saving as a Young Professional: Give Yourself Options

Wise decisions and actions today can often give you more options tomorrow. To that end, we will revisit some strategies behind a solid investment plan.

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Phone: (419) 885-2626 or (800) 434-4406