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Things I've learned along the way l Insightful Investing


Last updated 4/10/2019 at Noon

I entered the financial service business in April of 1988. The U.S. Army had received my service for the preceding eight years. Much has happened in these 31 years, and this column is a reflection of some things I have learned and observed along the way.

Some of the lessons I have learned are timeless principles, and some are opinions.

The best lessons I learned as an advisor came from the clients who hired me. Merrill Lynch trained me, but the excellent lessons on how to manage money came from the business owners who I had the honor of serving.

I went to high school with some men who la...

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