Man vs. Machine: Why Human Advisers are Better than Robo-Advice
Human investment advisers relate to investors in ways that robo-advisers never will.
Category: Educational Roots
An educational insight on the world economy, performance and markets from the CIO of Black Cypress Capital, Alan Hartley
The Value of a Good Financial Plan
Like a game of chess, a financial plan requires thoughtful trade-offs and planning moves well in advance.
Giving It Away: Three Options for Charitable Donations
Public charities, private foundations, and donor-advised funds each offer unique ways to accomplish philanthropic goals.
Inheriting in Harmony: How to Keep Your Family United
Communication with your children about your estate plan is vitally important. It can root out problems before they begin.
What’s All the Fuss About the New Fiduciary Rule?
We find it remarkable that the practice of “suitable” investment recommendations has been allowed to go on for as long as it has.
Should I Consider Using a Living Trust?
Living trusts may be an effective tool to protect against the consequences of incapacitation, enable the grantor to easily respond to life’s changes, increase privacy of family assets, and avoid probate.
Trust, but Verify
As the use of technology in the investment industry increases, so too do the opportunities for criminals to take advantage of that technology.