Category: Opinion
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New Blog: The Trust Fund Whisperer
Millions of Americans are beneficiaries of trust funds-a fact that many of them have mixed feelings about and keep very secret. I’ve started a new Substack blog to demystify trusts for beneficiaries and help them be more intentional with how they use this privilege.
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Unpopular opinion: Behavioral finance is problematic
It’s widely accepted among financial professionals today that incorporating client psychology is how we distinguish ourselves from robot/AI advice. But what kind of “psychology” are we talking about? And is the goal to understand clients better and empower them, or is it to manipulate their behaviors?
Curious Financial Counsel 