Office Hours
Catalog of monthly discussion topics
- 2024-12-19: Gain limiter and elective locks updates
- 2024-11-21: Trading around individual equities and Year-end RMDs
- 2024-10-17: Passive ETF and Core & Satellite strategy updates
- 2024-09-19: Active strategy updates and Meet Patrick
- 2024-08-15: Low Volume Trading (LVT), strategy updates, and account opening
- 2024-07-18: FLD Overview
- 2024-05-16: Active ETF strategies
- 2024-04-18: Custom-allocations
- 2024-03-21: Holdings page
- 2024-02-15: Anonymized mode & strategy updates
- 2023-12-21: RMDs, Multi-product IRAs, and converting Freedom accounts
- 2023-11-16: Sweep and model updates
- 2023-09-21: Money market options
- 2023-05-18: Systematic withdrawals
- 2023-04-20: Dollar-cost averaging
- 2023-02-16: Improved trading logic (external holdings)
- 2022-11-17: Counseling clients during a bear market
- 2022-09-15: Behavioral Investment Counseling
- 2022-08-18: Account filtering
- 2022-06-16: Investment strategies