Robert Dunn, CFP®Feb 15, 2023Investment ManagementArtificial Intelligence Is No Substitute for Human Advice Key Takeaways There are some great uses of AI in our profession, but it should be used to supplement (not replace) expert human advice....
Robert Dunn, CFP®Feb 1, 2023Tax OptimizationQuality Planning to Ease the Mind During Crazy TimesKey Takeaways Having a synchronized financial plan, cash flow plan and investment plan will give you peace of mind in all economic...
Ryan M. Vogel, CFP®Jan 11, 2023Investment ManagementSECURE Act 2.0: What These Legislative Changes Could Mean For YouIf there is one constant with financial planning it is this: things change. At the end of 2022, a new law was passed which impacted many...
Ryan M. Vogel, CFP®Nov 30, 2022Wealth ProtectionShould I Keep Giving When My Portfolio Is Down? Key Takeaways There is no magic formula for how much to give. It’s a very personal decision based on your values, priorities and other...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Nov 28, 2022Investment ManagementAt Times Like These, It’s Raining Annuity Pitches Key Takeaways Anyone can call themselves a “financial advisor” these days. You want to work with a fee-only advisor who has a CERTIFIED...