@TheRSLnation I’d swap Ruiz for Ojeda for playmaking purposes and Russell in for Gozo. Gozo is young and dynamic but his youth shows and we have to close out the year strong.
For #Advicer thinking about adding tax prep to your services, I’m doing it for this upcoming tax season.
Going to document step-by-step my setup, software choices, prices, processes, etc.
Excited to share my experience and get feedback from seasoned tax professionals.
For #Advicer thinking about adding tax prep to your services, I’m doing it for this upcoming tax season.
Going to document step-by-step my setup, software choices, prices, processes, etc.
Excited to share my experience and get feedback from seasoned tax professionals.
@T_Gatzemeier This literally has nothing to do with traditional finance or thinking outside the book. Everything to do with people not being emotionless robots.
@T_Gatzemeier You’re right, it makes perfect sense to put someone in an allocation they’re not comfortable with, have them lose sleep over it, and then eventually go to cash when the market bottoms.
Educate and find a good balance between risk tolerance/capacity.
Enough with the hot takes.