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discretionary trading

John Robinson | Aug 15, 2023

Discretion is the Better Part of Valor...and Portfolio Management

discretionary trading
Cash Management
Dividends
A famous line from Shakespeare's Henry IV is applicable to portfolio management.
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John Robinson | May 28, 2023

Change is in the Wind

discretionary trading
Charles Schwab
Treasury Default Risk
Updates for Financial Planning Hawaii Clients on the Schwab-TD merger, our disassociation with NFS, and our change to discretionary trading authorization.
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