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Posts by Andy Pratt, CFA, CAIA
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Financial Planning
Investment Management
Retirement Planning
Financial Planning
Investment Management
2025 Year in Review: International Stocks, Gold Rally & What Defined the Market | Ep 28
Financial Planning
Investment Management
2026 Market Outlook: Tax Changes, Bull Market History & What We're Watching | Ep 27
Financial Planning
Investment Management
Protecting Your Wealth: A Cybersecurity Guide with Max Alles | Ep 26
Financial Planning
Investment Management
Asset Allocation 101: Cash, Bonds, Stocks & Alternatives | Ep 25
Financial Planning
Investment Management
Required Minimum Distributions, The Fear & Greed Index, and Private Equity | Ep 24
Financial Planning
Investment Management
Wall Street Fear-Mongering, Bitcoin's Slide & The Bond Market Comeback | Ep 23
Financial Planning
Investment Management
Teaching Kids About Money, Social Security Strategy & Year-End Giving | Ep 22
Financial Planning
Investment Management
Term vs. Permanent Life Insurance and Why We're Not in a Bubble | Ep 21
Financial Planning
Investment Management
Index Funds and Retirement Spending Strategies | Ep 20
Financial Planning
Investment Management
Medicare Open Enrollment, RMD Strategies & the Mortgage Payoff Debate | Ep 19
