Artificial Intelligence & Its Investment Implications

If you were to poll strangers on what comes to mind when they hear the term artificial intelligence or AI, I suspect the most likely answer would be ChatGPT. The generative chat program launched in 2022 seems to have drawn … Continue reading

Uncommon Reasons For Roth Conversions

In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Learn less common reasons — legacy planning and in the event your spouse survives you for an extended period — that conversions can make great sense. Continue reading

No More TINA – An Investment Update

There Is No Alternative or TINA has been used throughout history and was more recently popularly used to describe the stock market in light of low interest rates and correspondingly low yield-based returns. There is no alternative to stocks. Hear Kevin Kroskey, CFP, MBA discuss why now that rates have had an unprecedented rise, it is time to say goodbye TINA. Continue reading