It’s easy to think of investing as what you own. But just as important—and far less understood—is where those investments live and how they’re taxed over time. This week, Matt Bowden of Two Bird Wealth Strategies brought that idea to life with a fast-paced,...
Occasionally you need to change things up. In meetings where everyone gets two short speaking opportunities and a different member gets to do a ten minute piece each week on a topic of their choosing—eventually a ‘Greatest Hits’ of known member details and stories...
