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®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...
Ryan M. Vogel, CFP®Nov 16, 2022Investment ManagementReducing Concentrated Stock Positions Key Takeaways One silver lining to today’s highly volatile bear market – great planning opportunities. If an individual stock accounts...