Sam Rook
@samrook.bsky.social
Aspiring CFPer, Portfolio Manager in Toronto and General trash talker
Reposted by Sam Rook
Coming up on "How Did We Get Here?" Two convos. One with @stojboj.bsky.social and another with @samrook.bsky.social. You are gonna love them. Join me and Jessica L. Bost, CFP®, RICP® on Spotify or Apple. Come for the snark, stay for the cool content. riverside.fm/shared/snaps...
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riverside.fm
March 18, 2025 at 1:16 PM
Coming up on "How Did We Get Here?" Two convos. One with @stojboj.bsky.social and another with @samrook.bsky.social. You are gonna love them. Join me and Jessica L. Bost, CFP®, RICP® on Spotify or Apple. Come for the snark, stay for the cool content. riverside.fm/shared/snaps...
Christmas Party season is the best season.
November 29, 2024 at 5:26 AM
Christmas Party season is the best season.
Important detail for anyone arguing the asset cap on TD will be short. This WFC cap has been in place for years
* EXCLUSIVE -- WELLS FARGO ASSET CAP LIKELY TO BE LIFTED NEXT YEAR, SOURCES SAY
@reuters $WFC
@reuters $WFC
November 26, 2024 at 1:12 PM
Important detail for anyone arguing the asset cap on TD will be short. This WFC cap has been in place for years
If you own US listed/domiciled mutual funds or exchange traded funds, it's Cap Gains distribution time over the next few weeks.
Call your advisor to check the impact to you.
If you're a DIYer, find the info on the fund co website.
It's especially important if you are in 🇨🇦 to do this now!
Call your advisor to check the impact to you.
If you're a DIYer, find the info on the fund co website.
It's especially important if you are in 🇨🇦 to do this now!
November 19, 2024 at 2:33 PM
If you own US listed/domiciled mutual funds or exchange traded funds, it's Cap Gains distribution time over the next few weeks.
Call your advisor to check the impact to you.
If you're a DIYer, find the info on the fund co website.
It's especially important if you are in 🇨🇦 to do this now!
Call your advisor to check the impact to you.
If you're a DIYer, find the info on the fund co website.
It's especially important if you are in 🇨🇦 to do this now!
It's funny following people on here and then you see none of us have posted anything yet.
Feels like first day of school in some way
Feels like first day of school in some way
November 19, 2024 at 3:56 AM
It's funny following people on here and then you see none of us have posted anything yet.
Feels like first day of school in some way
Feels like first day of school in some way