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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

Improving Your Life By Eating An Elephant

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. Eating an elephant is a bite at a time. Health, wellness, and financial wellbeing are areas where the elephant often tramples goals. It’s easy to start down a desired path but get derailed. If you use these science-based strategies, you’ll set better goals and be more likely to achieve them. Continue reading

Avoid Being Duped by Fake Personal Financial Planners

When it comes to your financial health and seeking the help of a trustworthy and competent financial planning professional, be mindful of misleading or deceptive marketing. Even if not deceptive, lack of advisor competence could be just as harmful. Below are a few thoughts on how to not be duped and make a smart hiring decision. Continue reading

Recession Fears & Portfolio Moves

Is the U.S. economy heading toward a recession? This question is seemingly perennial, but no doubt has been a hot topic in the last year. Google Trends has shown the search for ‘recession’ is up several hundred percent since 2022. … Continue reading