AI has changed how people access financial information and many tools explain concepts and give immediate answers to your questions. The reality however is there are critical gaps in what AI tells you and these gaps can cost you money. Here we outline the risks of turning to AI instead of a financial adviser. What…
As a financial adviser, one of the most common questions I hear—especially during periods of political or economic turbulence—is, “Should I sell my investments?” It’s a fair question. With headlines dominated by trade tensions, political uncertainty, and dramatic market moves, it’s natural to feel uneasy. Right now, for example, the ongoing discussion around Donald Trump’s…
