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Daniel Dollinger CPA, CFP®

Certified Public Accountant and Certified Financial Planner Professional

Daniel Dollinger CPA, CFP®
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Home→Blog→Published 2025

Yearly Archives: 2025

Investment Newsletter for the end of August, 2023

Posted on August 11, 2025 by Daniel DollingerAugust 11, 2025
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The topic of this newsletter is skepticism. Financially, you will throughout your life be given offers that at first glance seem excessively wonderful. Now sometimes they are actually wonderful, but often they’re not. Most financial opportunities are a mix of … Continue reading →

Posted in Newsletter | Tagged newsletter | Leave a reply

Investment Newsletter for the end of July, 2023

Posted on May 10, 2025 by Daniel DollingerMay 10, 2025
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The stock market in July is up. We have almost made up for all the market losses that occurred during the pandemic. Financially the corporate world is doing great, despite boycotts, political actions, etc. We think it is an important … Continue reading →

Posted in Newsletter, Stock Market | Tagged newsletter, Stock | Leave a reply

Investment Newsletter for the end of June, 2023

Posted on March 11, 2025 by Daniel DollingerMarch 11, 2025
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The market was great this month and this quarter. Everyone is way up. Last month (May) being down did not matter. An essential part of portfolio management concerns asset allocation. In a portfolio we have stocks, stock mutual funds, real … Continue reading →

Posted in Newsletter, Portfolio Management | Tagged newsletter, Portfolio Management | Leave a reply

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