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    The Naming Game (Mid-2Q21 Quarterly Newsletter)
    • Jun 15, 2021
    • 6 min

    The Naming Game (Mid-2Q21 Quarterly Newsletter)

    June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...
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    Why it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)
    • Apr 16, 2021
    • 9 min

    Why it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)

    April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...
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    A Message about our Investment Philosophy from Chris (2Q20 Newsletter)
    • Apr 22, 2020
    • 10 min

    A Message about our Investment Philosophy from Chris (2Q20 Newsletter)

    A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph
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    Is a prolonged period of rewarding high-revenue-growth about to end? (Mid-4Q19 Newsletter)
    • Dec 15, 2019
    • 6 min

    Is a prolonged period of rewarding high-revenue-growth about to end? (Mid-4Q19 Newsletter)

    Is a prolonged period of rewarding high-revenue-growth about to end?
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