Adventures in Wealth Management

We talk with Ross Mayfield about Donor Advised Funds, Mkt trends and seasonality, attention and investing


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Tj and Charles have Ross Mayfield in the room chatting about.

  1. Donor Advised Funds.
  2. Market Seasonality
  3. The attention span of investors and the social media onslaught
...more
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Adventures in Wealth ManagementBy Thomas Kavanagh