Bogleheads
Exploring the Perfect Portfolio with Peter Lazaroff
Host Jon Luskin interviews Peter Lazaroff, chief investment officer at PlanCorp, about his book The Perfect Portfolio.
Portfolio / client work
Portfolio.
Selected client work.
Guardian Due Diligence
Can AI do a Quality of Earnings?
Elliott Holland on using AI for a quality of earnings review.
Trustee Roadmap
House Not in the Trust After Death? What to Do Next (Attorney Explains)
Trust and estate attorney Darlynn Morgan walks through the three paths a house can take when it was left out of the trust.
Descript Made Easy / success stories
Success stories.
From my Descript Made Easy program.
