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Quarterly Investor Letter Q2 2022
Quarterly Investor Letter Q2 2022 Author: Dominick D’Angelo Follow Up – Management Incentives Our Q1 2022 letter discussed the ongoing […]
by
Carly Flanigan
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Jul 26
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OSA Fact Sheet Q2 2022
Summary of Other Holdings Kimco Realty (KIM) Kimco is a real estate investment trust (REIT) and is one of the […]
by
Carly Flanigan
on
Jul 5
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The Value Connection – Q3 2022
The Value Connection – Q3 2022 Mid-Year Letter to Clients On this 4th of July weekend, I’m reflecting on the […]
by
Carly Flanigan
on
Jul 5
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Cybersecurity Tips for Investors
Password Do’s and Don’ts Creating a strong, complex password is key to helping prevent a cyberattack. To increase the security […]
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Carly Flanigan
on
Jul 5
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Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
The Value Connection – Q4 2024
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Considering Roth Conversions? Read this.
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Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
The Value Connection – Q4 2024
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OSA Fact Sheet Q3 2024
Considering Roth Conversions? Read this.
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