Author: Carl Goodin

AI, IM and SSA

No doubt when your news feeds have not been focused on domestic polemics, Canadian wildfires, unusual flooding, record setting heat, or Taylor Swift’s latest tour you have noticed that artificial intelligence (AI) is getting some attention. Of course, AI has been a discussion topic for decades – I first wrote about it in this blog almost ten years ago –… Read more →

A Quick Note Regarding Investments

Our clients’ portfolios gained value in October. Every one of them. The portfolio that gained the least was up 1.1%. The portfolio with the greatest gain was up 6.22%. Note: The calculation used to determine investment returns experienced by our clients is called the internal rate of return. It is cash flow specific and is net of all fees and… Read more →