Posted by DigiNomad on 17th of Feb 2023 at 12:40 pm
Yep. ERTC. I think this is the second round...but I'm not
positive on that. They asked me to be the CFO years ago, but I
respectfully declined. I prefer to focus on trading. Also, my ADV
brochure says I'm a portfolio manager, not a financial
planner...which is perfect because all the minutiae from the CFP
world has long since faded to a point where I know enough only to
recommend various specialists (CPA, JD, etc).
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Yep. ERTC. I think this
Wondering about why inflation is so sticky and probably will ...
Posted by DigiNomad on 17th of Feb 2023 at 12:40 pm
Yep. ERTC. I think this is the second round...but I'm not positive on that. They asked me to be the CFO years ago, but I respectfully declined. I prefer to focus on trading. Also, my ADV brochure says I'm a portfolio manager, not a financial planner...which is perfect because all the minutiae from the CFP world has long since faded to a point where I know enough only to recommend various specialists (CPA, JD, etc).