In a recent economic and market update, a well-regarded analyst described a negative consequence as a “mathematical downgrade.” This description seemed unusual—and not only because everything we do involves math.
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The first quarter of each year has us elbow deep in evaluating and documenting our practice – Pearl Wealth. Like you, it’s tax time, and we prepare our documents for the accountant – then comes review and filing.
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We’re swimming in oceans of data, entertainment, opinion, information and disinformation. To keep our heads above water, it takes discipline and humility to question the content as well as our own interpretation and biases.
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