Charles Wise Email & Phone Number

All posts represent my personal thoughts, observations and opinions, they are not intended to express the opinions or positions of my employer, Invariant Investment Management, or of any other organization with which I am associated. Please consult your own professional advisors before taking any actions on any of my musings. The information presented is believed to be factual and up-to-date, but I do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect my judgment as of the date of publication and are subject to change. It does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. No content should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.These postings are not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. To ensure compliance with Treasury Department regulations (Circular 230), we inform you that, unless otherwise indicated in writing, any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or applicable state and local tax provisions or (2) promoting, marketing or recommending to another party any tax related matters addressed herein.

Listed skills include Strategic Financial Planning, Retirement Planning, Insurance, Strategic Planning, and 37 others.