Client Divisions- Where Are You In Life?

February 3, 2023 By Hans Blake, CFA, CPA

In recent years, advances in artificial intelligence (AI) have led to the development of chatbots (such as ChatGPT) and virtual financial advisors (such as robo-advisors) that are capable of providing […]

Why does a positive “jobs report” sometimes hurt markets?

February 3, 2023 By Hans Blake, CFA, CPA

Today’s financial news had headlines such as “Stocks Drop After Surprisingly Strong Jobs Growth.” Jobs growth sounds like good news, so why would financial markets suddenly drop as a result […]

Top Tips to Keep Your Financial New Year’s Resolutions

January 27, 2023 By Hans Blake, CFA, CPA

Top Tips to Keep Your Financial New Year’s Resolutions I trust you had a merry Christmas, and if you are like me, it is easy to set a bunch of […]

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