💵 Financial Books


Invested
Charles Schwab
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📖 2021 | I read this when we launched our Financial Planning Firm, La Crosse Financial Planning. We decided to custody our clients’ money at Charles Schwab, and I wanted to know the history. It was interesting to me, but I wouldn’t recommend it to anyone. If you have money at Schwab or have a general interest in the evolution of the investment industry, this is worth a listen.