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Oak Street Investments
  • Services
  • About
  • Fees
  • FAQs
  • Musings
  • Get In Touch
  • Clients
    • Schedule Client Meeting
    • Client Portal
    • Schwab Account Login
    • Altruist Account Login

Posts Tagged ‘tech industry’

If You’re Doing This, You Might Not Get the Financial Results You Want

By Jacob Milder, CFP®, ChFC® | July 7, 2021
tech professional financial planning

As someone who works in the tech industry, chances are you’re going to relate to the scenario I’m about to describe.   Someone walks into your office and says, “I’ve been wondering about _____, so I Googled it and now I think I can do it on my own, but I’m not quite sure.”  …

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