What a Financial Advisor Learned Testing Claude

Published on April 27, 2026

The real risk is not that AI makes mistakes; it is that they are often easy to miss.

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Robbing Peter to Pay Paul: A(nother) Look at Tax Aware Long/Short Direct Indexing

April 27, 2026
It’s tax season, and we’ve been reading a lot about taxes — and strategies for mitigating them. In this note, we’ll take a close look at one such strategy, known as leveraged long/short direct index tax-loss harvesting (LSDI), and explain how investors being pitched the strategy can assess whether it’s right for them.

Fidelity to Pay $1.25M Over 2024 Data Breach

April 27, 2026
According to Massachusetts Commonwealth Secretary William Galvin, the firm failed to protect customer data during the breach in which private information for thousands of clients and others (including minors) was accessed.