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AI vs. Human Advisor: Why the “Modern Advisor” Costs 60% Less (And Does More)
There is a growing trend of investors firing their traditional advisors to go “Full AI” or DIY. Usually, they are doing this for one reason: Fees. If you are paying…
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Asking better questions
Often in our investment lives, and otherwise, we spend a lot of time trying to answer big question for ourselves.…
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Evergreen Launch
I am incredibly proud to announce that today I am launching Evergreen Retirement Planning! Over the past 15 years I…
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I don’t have time to make up for losses
I don’t have time to make up for losses Working with retirees and folks transitioning to retirement, I often hear…