Morningstar's Jeff Ptak (#390)

The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing.  It's So Simple Substack: Basis Pointing Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).