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Blog

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Todd Rebori | Oct 16, 2025

Big Picture and Key Takeaway

3rd Quarter 2025
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Todd Rebori | Jul 20, 2025

Big Picture and Key Takeaway

2nd Quarter 2025
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Todd Rebori | Apr 11, 2025

Big Picture and Key Takeaway

1st Quarter 2025
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Todd Rebori | Jan 17, 2025

Big Picture and Key Takeaway

4th Quarter 2024
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Todd Rebori | Oct 17, 2024

Big Picture and Key Takeaway

3rd Quarter 2024
Read More
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Todd Rebori | Jul 19, 2024

Big Picture and Key Takeaway

2nd Quarter 2024
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Todd Rebori | Apr 22, 2024

Big Picture and Key Takeaway

1st Quarter 2024
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Todd Rebori | Jan 17, 2024

Big Picture and Key Takeaway

4th Quarter 2023
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Todd Rebori | Oct 16, 2023

Big Picture and Key Takeaway

3rd Quarter 2023
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Todd Rebori | Aug 31, 2023

Big Picture and Key Takeaway

2nd Quarter 2023
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Todd Rebori | Apr 19, 2023

Big Picture and Key Takeaway

1st Quarter 2023
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Todd Rebori | Jan 14, 2023

Big Picture and Key Takeaway

4th Quarter 2022
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AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free: 
Email: info@atwob.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY 10536
United States

 

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Legal, privacy, copyright and trademark information

View AtwoB's Client Relationship Summary-Form ADV Part 3 ("CRS") here.

There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request, or by clicking here. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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