financial
How AI gets simple finance wrong, and how to make it work for you, not mislead you Topics covered include: How AI ignores the time value of money A detailed exa…
We explore the forces likely to shape financial markets in 2026 and how to make better decisions as you pursue your goals this year. Topics covered include: The…
How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to seed a revolution is…
We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself. Topics covered include: How AI capex …
Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability. We share how in th…
Earlier this month, news broke that somebody was selling scans of more than 153 million drivers licenses. It appears that it’s the result of a breach at a compa…
For anybody considering hiring an advisor, it’s important to know exactly what you want. That is, it’s best if you go shopping for an advisor who meets requirem…
I’m excited to announce that my latest book is now available on Amazon: Household Cybersecurity: a CPA’s Guide to Protecting Your Accounts and Personal Informat…
Firstly, thank you to everybody who purchased the new book Household Cybersecurity over this last week! If you have any questions about the material, feel free …
I recently had the opportunity to join Christine Benz and Amy Arnott for Morningstar’s The Long View podcast. We discussed my new book and a variety of themes r…
