SUN 08/02/26
cleaned bath and vacuumed, mopped housewide floors
Inputted all new Quickbooks invoices/payments/bills/checks/deposit
DAD request to present the current status of each of his significant investment positions.
Printed DAD INVEST overview document that I began drafting earlier this week, already anticipating the request mentioned above, and walked him throug the important points around each of his significant portfolio positions (maturity dates/compounded interest/initial principe vs gains at document creation date/etc).
Verbal conversation with DAD that meeting on the first Sunday of every month, to review the ever more formalized structure of the investment presentation material I went over with him today, would be of high value since he’s not always able to quickly log in to each of his financial site portals and immediately understand things. Plan is to have breakfast at least once a month to give regularly updated reports on how his positions are work.
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