Software

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,

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

If you haven’t noticed, recently I’ve been calling out “self-anointed” Roth conversion guru Craig Wear. Craig is one of the most prolific marketers to IRA millionaires (including your clients!). Why is this bad? The simple answer is that many of

After doing hundreds of OnPointe Risk Analyzer software demos, the number of advisors who knew what the Calmar Ratio was before the demo still sits at ZERO! I find that amazing. Both metrics measure the “risk-adjusted return” of an investment.

If this tool doesn’t blow your mind, please reach out to me and tell me why. What is a portfolio optimizer? Well, let’s start by defining what portfolio optimization is: It’s when a firm reviews its investment models, looks at

If you missed recent newsletters about TacticalMind AI™ (https://tacticalmind.ai), you didn’t hear about the most exciting investment tool I’ve seen since I got into the industry 25 years ago. AI isn’t going to solve all problems, but with investing, AI

If you want to learn RMs so you can properly advise your clients, this is your lucky day. I’ve teamed up with Todd Ballenger, founder, and CEO of Borrow Smart University. I’ve known Todd for 20+ years, and he’s one

I don’t often toot our own horn, but last week Financial Advisor put out their 2026 RIA Survey & Ranking report (ranking over 500 RIAs), and I thought it deserved a mention letting readers know of the crazy fast growth