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Media & Materials for Clients

Please click on the links below to view videos:

The Endowment Effect Thumbnail

The Endowment Effect

We all have cognitive biases. The "endowment effect" is important to understand as it relates to personal finance and investing. Learn more about it so you can be aware of its impact on decision making.

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A Deep Dive on Bonds Thumbnail

A Deep Dive on Bonds

This is a special video with our 2023 summer intern Ohm Patel where we dive deep into bond markets and discuss the importance of bonds in portfolio construction.

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