Can a Trust Grantor “STAI” In Control Forever?

Published on April 16, 2025

Using settlor-trained artificial intelligence to carry out the settlor’s wishes in perpetuity.

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Key Conference Takeaways on Being a Better Manager

April 16, 2025
It’s always an honor for me to both attend and speak at the Barron’s conference. In thinking about this column, I am recalling many of the amazing presentations, great insights and fabulous speakers I heard.

The Big Four Recession Indicators: Real Retail Jump 1.5% in March

April 16, 2025
Nominal retail sales in March were up 1.43% month-over-month (MoM) and up 4.60% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 1.48% MoM and up 2.15% YoY.