Description
We talk about the positive start to the year and about ways people have been using the machine learning algorithm Chat GPT to automate tasks with high accuracy. What does this mean for the future of work? We end by talking about an ETF that makes investment decisions based on AI, the performance has been terrible so far but what does this look like in 5,10,20 years?
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you...
Published 07/31/24
There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used benchmark is a multiple of assets compared to income. This benchmark is often...
Published 07/10/24