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The world order started changing in 2008 when significant quantitative easing (QE) – money printing and near-zero interest rates, was announced...
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments,...
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President Trump's tariff...
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Recently, I engaged with an AI team of experts to help them build AI-enabled software products for wealth management firms.When I was...
For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Traditionally,...
