Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and ...

This project aims to provide a clear and comprehensive view of Indian personal finance and spending habits through a Power BI dashboard. By leveraging data-driven insights, individuals and ...

Building a portfolio to meet these goals requires a long-term perspective, a commitment to deep research, and a willingness to think (and act) independently. We share some thoughts on how to build ...

Closing the door on the old and ringing in the new year is a great time for reflection, and as an avid investor, my first stop is usually my portfolio. One area I like to review is what stocks ...

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