Episode 77
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Keith Whitaker and Scott Peppet

Monitoring Financial Capital with the “Four Horsemen” Graph

In this episode, Scott Peppet, President of Chai Trust Company, introduces the "Four Horsemen" graph, a powerful tool for families to monitor their stewardship of financial capital. By condensing information on investment gains or losses, fees, taxes, spending, and inflation into a simple visual, the graph helps families assess whether they are preserving their purchasing power and effectively managing their wealth for future generations.
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