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Trump Accounts vs. UTMAs
Decades ago when I left a Wall Street firm to launch an independent advisory firm in Doylestown, Pennsylvania, we gifted $100 in Uniform Transfers to Minors Act (UTMA) accounts to newborns in the community. It was a great way to boost the concept of saving for children, and of course great marketing for our firm.…
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The problem inside AI
The logical path forward for us as individuals and leaders has not changed: rely on authored sources, know more about your sources (their past work, credentials, education), corroborate your data, and take time to question and reflect before acting on what you read. This matters more now. By some estimates, over half the data available…
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Versatile Tech That is Working For Me
I am not anywhere near the front of the pack on adaption of new technology. I actually strive to fall in somewhere just above the mass of the bell curve; I’ve deliberately positioned my firm there since some hard-learned lessons of moving too quickly in the 1990s. Yet I recognize that I am ahead of…