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Delve into our systematic approach to planning with Private Ocean principals and planners Chip Pyfer and Sarah Wotherspoon.
Explore our core values and investment philosophy with investment committee co-chairs Frank Jones and Fred Dopfel.
August 15, 2014
Presented by Alex Gangl, CFP® CFA®
June 27, 2012
Presented by Ralph Latza, JD, LLM, CFP®; Theo Gallier, MBA; Frank Jones, PhD, MBA, MS
September 27, 2011
Presented by Ralph Latza, JD, LLM, CFP®
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- 2015 – A Look Back
- Market Commentary: Happy 2016! By Max Holvik
- What Has the “IC” Done For Me Lately? By Frank Jones, Fred Dopfel, and Max Holvik
- Plan and Prepare
- Did Madoff Do Good? by Justin DeTray
- Time is of the Essence by Max Holvik
- Investing Grab Bag
- Teaching Good Money Habits to Kids by Chip Pyfer
- Competing in the Big Leagues by Max Holvik
- Planning for All Seasons by Sarah Wotherspoon
- Presidential Performance
- Dealing with a Big Life Change and Taxes
October 12, 2015