I hope these ten lessons will be instructive in your own investment experience.  Just as there are different teaching and learning styles in the classroom, there are many approaches to financial planning and investments.  I do not suggest herein one “best way” or one “best person” to follow.  Rather, certain lessons or principles have become much plainer to me – in retrospect, following retirement – which I share with you as a fellow educator and friend.  I also invite you to complete the pre-post “test” on the final page.

Introduction

Pre - Post Test

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