Financial Planning to the Rescue During Times of Uncertainty

Talk Your Chart | Artificial Intelligence, Global Markets, And What Really Drives Returns | Ep. 73

In Episode 73 of Talk Your Chart, Marcos and Brett begin by diving into the ongoing debate about Artificial Intelligence (AI) and its potential as a market bubble. They explore the real-world implications of AI for the economy, industries, and global markets. Drawing on historical market comparisons, such as Alan Greenspan’s 1996 warning about “irrational…

Family Planning

Heads or Tails: Navigating Pet Custody During Divorce

Roxanne Alexander

Divorce is rarely easy, and when pets are involved, it can become even more emotionally complex. For many couples, deciding who gets custody of a pet can be as heart-wrenching as dividing financial assets or determining child arrangements. Legally, pets are considered property in most states—but emotionally, they’re often family. That disconnect between law and…

Estate Planning

A Smart Giving Strategy: How Charitable Remainder Annuity Trusts Turn Generosity into Legacy

Michael Walsh

Because Giving Shouldn’t Mean Giving Something Up Imagine this: You’ve worked hard, invested wisely, and now you’re thinking about how to share that success—not just with your loved ones, but with the causes and communities that shaped your journey. The question is no longer if you should give. It’s how to give meaningfully—without compromising your…

group of business professionals working at a conference table

RIA Perspectives

Workflow Automation for RIA Firms: Boost Efficiency, Compliance, and Client Experience

Natalie Painter

Managing client relationships, compliance, reporting, and portfolio updates can be a complex juggling act for Registered Investment Advisor (RIA) firms. Workflow automation is transforming how firms operate—streamlining processes, reducing errors, and enhancing the client experience. For additional insights into operational technology, read about How Microsoft Teams Can Transform Your RIA Firm’s Efficiency and Compliance. What…