Explore topics related to wealth and asset protection, investment management, financial and retirement planning and financial wellness.
In this month’s update, I provide a look into my one-week intensive course at Harvard, studying Claude Cowork as a “coding” system, and learning how to think of AI as an active set of resources, operating as a compliment to my work. I’ll share what I walked away with and thoughts on implications for the market.
Saving for a child’s future can take many forms, from 529 plans and custodial Roth IRAs to UGMA/UTMA accounts and traditional investment accounts. The right choice depends on your family’s goals, how much flexibility you want, and whether the funds are intended for education, long-term wealth building, or broader future support.
A thoughtful financial reset does not have to mean a major overhaul. A few quick reviews now can help catch outdated details, reduce future headaches, and keep your broader plan on track.
Two powerful forces are currently shaping the Treasury market: geopolitical tensions in the Middle East and the rapid evolution of artificial intelligence. In this latest piece from LPL Research, Chief Fixed Income Strategist Lawrence Gillum explores how the Iran conflict and shifting risks in the software-as-a-service (SaaS) sector are influencing Treasury yields, credit markets, and investor sentiment.
In 2011, as global markets wobbled and fear felt rational, I made a decision that taught me more about risk than any textbook ever could. This piece isn’t about gold or silver, it’s about how uncertainty shapes our choices, and why the most important financial decisions are rarely made in moments of urgency.
Markets ended 2025 near record highs, reflecting economic and corporate resilience. As we enter 2026, shifting policy dynamics and ongoing uncertainty reinforce the importance of diversification, discipline, and a long-term perspective.