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....
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...
Robert Dunn, CFP®Aug 3, 2022Investment ManagementYou Can’t Predict the FutureKey Takeaways There’s no shortage of “experts” claiming they can predict the future of the markets and the economy. They can’t. Having a...
Ryan M. Vogel, CFP®Feb 1, 2022Groundhog Day Deja VuKey Takeaways Since the 1870s, U.S. stocks have never lost money over any rolling 20-year period. They’ve rarely lost money over any...
Robert Dunn, CFP®May 25, 2021Wealth RedefinedMaking Your Post-Working Decumulation Strategy Personal and Comprehensive By Robert B. Dunn, CFP® “Retirement is a time to do “what you want to do, when you want to do it, where you want to do it and how you...