Category Archives: Client Concerns
It Feels Hard to Invest Right Now… But It Always Does
Right now, it feels difficult to invest. There’s uncertainty around the Iran conflict, oil prices [...]
09
Apr
Apr
The First Market Surprise of the Year
Stock markets gave us our first surprise of the year this week. Every January I [...]
12
Mar
Mar
The Market Isn’t the Concern – Investor Behavior Is
Markets are sitting at all-time highs again. It’s a time when investor behavior mistakes can [...]
12
Feb
Feb
AI Isn’t Replacing Advisors…It’s Exposing What Matters
AI is faster, cheaper, always available, and has access to more information than any human [...]
15
Jan
Jan
What to Say When a Client Wants to Go to Cash
No matter what the markets are doing or what the headline du jour screams, there’s [...]
01
Nov
Nov
Why AI Concerns Me
Artificial intelligence (AI) has the potential to improve many of the tools and resources we [...]
Enjoying Your Tomorrow – Today
I travel a lot for business. One of the benefits of working for myself is [...]