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Read more about the article Gratitude, Intentionality, and Stewardship: An Advisor’s Thanksgiving Manifesto

Gratitude, Intentionality, and Stewardship: An Advisor’s Thanksgiving Manifesto

  • Post author:Matt Pohlman
  • Post published:November 24, 2025
  • Post category:Weekly Whiteboards
  • Post comments:0 Comments

As an investment advisor, I spend most of my day knee-deep in reports, spreadsheets, market charts, and the occasional headline that makes me question whether I should laugh, cry, or…

Continue ReadingGratitude, Intentionality, and Stewardship: An Advisor’s Thanksgiving Manifesto
Read more about the article A Love Letter to Unrealized Gains… and Their Owners

A Love Letter to Unrealized Gains… and Their Owners

  • Post author:Matt Pohlman
  • Post published:November 18, 2025
  • Post category:Weekly Whiteboards
  • Post comments:0 Comments

Dear Unrealized Gains,Let me start by saying – as an investment you have been great.  It has been a great run and I hope to remember all the good times…

Continue ReadingA Love Letter to Unrealized Gains… and Their Owners
Read more about the article The Curious Case of the 2% Market Drop “Opportunity”

The Curious Case of the 2% Market Drop “Opportunity”

  • Post author:Matt Pohlman
  • Post published:November 5, 2025
  • Post category:Weekly Whiteboards

There’s a peculiar new ritual unfolding in today’s markets. A headline flashes across social feeds — “Stocks fall 2% in a single session!” — and suddenly, investors are rushing in…

Continue ReadingThe Curious Case of the 2% Market Drop “Opportunity”

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  • Gratitude, Intentionality, and Stewardship: An Advisor’s Thanksgiving Manifesto
  • A Love Letter to Unrealized Gains… and Their Owners
  • The Curious Case of the 2% Market Drop “Opportunity”
  • Truly a “Balancing” Act

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