I’ve been sending 50 weekly e-newsletters every year for 15 years. I’m not going to lie, it’s tough to come up with the best newsletter every week. Sometimes I get so focused on a topic, concept, or product that I
Case Design Studies: Four Recent Client Examples Read More »
If you missed last week’s eye-opening webinar by Rob Harbin, the co-founder of Tactical Mind, AI, you can now watch it on recording by clicking on the following link: https://tacticalmind.ai/lp/webinar-llms-vs-tacticalmindai Monthly/Quarterly Portfolio Rebalancing vs. Triggered Re-Optimization Did you notice that
If you missed my newsletter last week and/or didn’t sign up for this week’s webinar, you should. It should be a mandatory webinar for anyone who manages money for clients. Understanding AI, its Limitations, and Learning about Tactical Mind AIWebinar—October
Why Financial Advisors Should NOT Let AI Chatbots Make Investment Decisions Read More »
As we get ready to launch Tactical Mind AI (TMAI) later this month, I thought doing a newsletter and webinar to help advisors better understand what large LLMs (Large Language Models) (ChatGPT, Claude, Gemini, Grok, etc.) can and can’t do,
Tactical Mind AI vs. Large LLMs Like Claude, ChatGPT, Gemini & Others Read More »
Otto is OnPointe’s NEW AI assistant, and it will blow your mind! Otto’s first use is in our OnPointe Risk Analyzer software and is unlike anything offered by Riskalyze/Nitrogen, Hidden Levers, or any other risk program. Otto sits on the
OnPointe’s AI Assistant Goes LIVE with the Industry’s 1st Real Portfolio Optimizer Read More »
To download a 7-page consumer educational piece on L&L, click on the following link (this piece compares passing a tax-deferred IRA to the heirs, a Roth IRA, or tax-free dollars from L&L): https://advisorshare.com/l-and-l Legacy Planning For years, retirees have been
Liquidate & Leverage (L&L)—A Roth Conversion Alternative Read More »
It’s been just over a year since I ran my newsletter WARNING advisors NOT to use bonus annuities to “pay the tax” on Roth IRA conversions. While I’m not going to re-explain the full concept here, in short, an advisor
Bonus Annuities to Pay Taxes on Roth Conversions is Still a Failure & Deceitful Read More »
My goal in this business is to help advisors give better advice to clients on different topics. While estate planning is one of them, I’m a bit embarrassed to say that until recently I was not familiar with BDOTs. I’m
Beneficiary Deemed Owner Trusts (BDOTs)…An Unknown but Useful Tool Read More »
