The Great Taking: Ownership Illusions in Modern Finance

1 year ago
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Join me in a thought-provoking (initial) exploration of what true 'ownership' means in today's complex financial landscape. Inspired by key insights from David Rogers Webb's 'The Great Taking,' this discussion delves into the often-misunderstood realm of security entitlements and the legal intricacies of asset ownership. Uncover the hidden truths behind your investments and the implications of brokerage account holdings. Discover how legal definitions and court interpretations can dramatically alter our understanding of financial assets. This enlightening conversation is not just about theoretical knowledge; it's about empowering you to navigate the financial world with greater awareness and strategic foresight. Tune in for an eye-opening journey into the depths of finance and ownership.

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FINANCIAL DISCLAIMER. PEAK PROSPERITY, LLC, AND PEAK FINANCIAL INVESTING ARE NOT ENGAGED IN RENDERING LEGAL, TAX, OR FINANCIAL ADVICE OR SERVICES VIA THIS WEBSITE. NEITHER PEAK PROSPERITY, LLC NOT PEAK FINANCIAL INVESTING ARE FINANCIAL PLANNERS, BROKERS, OR TAX ADVISORS. Their websites are intended only to assist you in your financial education. Your personal financial situation is unique, and any information and advice obtained through this website may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances. All information in this video is as accurate as we believe them to be based on current market conditions at the time of recording.

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