One of our clients was looking to invest a large amount of money in what we strongly suspected to be a Ponzi Scheme. Despite our recommendation, the client invested a small sum of money. A few months later, it came out that the whole thing was a scam. The client lost some money, but would have lost a great deal more if he had not heeded our advice.
Quarterly Review
2023 Year End – Q1 2024 Review
Download the PDF copy here. Economic Soft Landing Achieved Please know that we are aware of the long length of these letters and the challenge