Tax-Smart Charitable-Planning Strategies

Published on October 8, 2025

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AI Can Guide Investment Decisions, But Not Push the Button

October 8, 2025
There are many applications for AI in investment management, but deciding which stocks to buy and sell should not be one of them, argued panelists at RIA Edge Los Angeles.

When Teambuilding Wounds the Individual

October 8, 2025
An offsite with a great facilitator can be such a powerful experience. Ideally, they are a way to get team members talking about things they might otherwise be uncomfortable sharing with one another. Sometimes facilitators think the “tough love” approach is the best one to get people to see the dynamics of what is going on.