Last week I was at an advisor conference. While I was there to speak that afternoon on AI, I arrived early enough to sit at SEM's table during the "speed dating" session. (It's officially called roundtables, but you have 8 minutes to give your message and then repeat
Originally posted September 1, 2026 / Last updated October 10, 2026
The money behind the AI buildout keeps changing shape, and this post is my attempt to hold it still long enough to explain it (while providing updates to the landscape as they occur). The post started with a walk through
For the first time in 8 years I spent a week not opening my laptop. We took a cruise to Bermuda and despite my best efforts, the crawl at the bottom of the cruise news channel caught my attention. Interestingly enough, it wasn't the stock market, but the bond
If you only looked at the stock market, it was a relatively quiet quarter. The S&P 500 gained a couple of percent for the quarter and around 12% for the year (as of 9/30). Underneath the surface, it was anything but
I like to think of myself as an emotionally grounded individual. Any time I can, I try to make the least emotional decision possible. Consider the facts, alternatives, potential wins and losses, that sort of thing. That all goes out the window when it comes to sports. The only thing
