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Would You Know If a Scammer Was Using Your Daughter's Voice?
A mother in California picked up her phone last spring and heard her daughter's voice, panicked, saying she had been kidnapped and needed money sent right away.1 The voice had the right pitch and the right tone, even the small...
Read MoreOne Shot to Get It Right
Most financial decisions can be revisited. A portfolio can be rebalanced next quarter, or a budget adjusted next month. But a handful of decisions do not work that way. You may only retire once. Or help parents as they age, or...
Read MoreAI Gives Answers. Guidance Requires Judgment.
Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the...
Read MoreIPO Reality vs. The Headline Narrative
When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it's everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the...
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4th Quarter Money Tips: Closing Out the Year with Intention
As we enter the final quarter of 2025, the pace of life seems to accelerate. In my experience working with busy professionals, it’s often not the lack of financial resources that creates stress—it’s the lack of time.
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