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Those who know me realize that I cover several topics in one presentation.

This presentation is no different.

I take a look at what the Economic Forum is telling us, a bit about ...

Investing in retirement is very different than investing while working.  John shows us how to construct a portfolio which meets the needs of income, longevity, and legacy.  The presentation ...

Closing out the year.  Some observations on the mearket and our po rtfolios.

HAPPY NEW YEAR!

Please find attached my presentation from December 17th

An attempt at a review of one year and a peak into the next.