Insights
Commentary
Markets move, technology shifts, regulations change, and the headlines arrive faster than anyone can act on them. We write about what is actually happening in the wider world and what, if anything, it means for your plan.
He ran everything himself for twenty years, and ran it well. Three weeks after his funeral, his $1.4 million IRA paid his ex-wife.
You fired your advisor years ago and took the seat. Nobody mentioned the table has four seats, or that the other three now run through you.
AI is safe for everything you can undo, and dangerous for everything you can't. People reach for it most on exactly the decisions they can't take back.
She asked the AI if she should exercise her stock options. It said yes, confidently, correctly. It never mentioned the $90,000 tax bill that came in April.
You've asked AI a money question and trusted the answer because it sounded right. That instinct is the exact thing the machine is built to exploit.
The AI answered your Roth question in seconds, confident and precise. It had never seen your tax return, and it was trained to agree with you.