Added on August 2018 in Form an RIA
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Summary: Amid all the excitement about the potential uses of artificial intelligence in financial advice, there is still a lot of uncertainty about how this new technology will fit into the existing regulatory framework governing financial services firms.
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Summary: Money, or lack there of, has typically been blamed for causing most sleepless nights for Americans, but a recent survey by Bankrate.com, found that the main stressor for 41% of all age groups was relationships.
Added on August 2018 in M&A Issues
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Summary: In his book “Freakonomics,” University of Chicago economist Steven Levitt and journalist Stephen J. Dubner explain the economics of residential real estate transactions, which may come as a surprise.
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Summary: Two recent client stories opened my eyes to something I thought we left behind in high school — peer pressure. Their experiences floored me, and I realized we have to help clients combat much more than just their internal money scripts to achieve financial peace. How do we help them not succumb to the sometimes crippling judgment of others? In turn, how do advisors avoid the same forces?
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Summary: What would you say if I was to tell you that one of the greatest strengths of the human species is to “make things up?” And how another one of our unique attributes is in our ability to communicate the stuff we make up (fiction) to others?
