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The Future of Financial Planning Is in Your Pocket
Introduction We already manage nearly every part of our lives on our phones — from communication and shopping to payments and travel. So why does financial planning still feel stuck in the past? With the Pythia® mobile app just weeks away from a full public release, the future of planning is about to arrive. The…
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3 Questions Every Investor Should Ask Before Year-End (and How Pythia® Can Help)
As we enter the final stretch of the year, investors face a critical window to evaluate, rebalance, and prepare. Whether markets have treated you kindly or tested your patience, now is the time to take a clear-eyed look at your financial picture — with as little noise and bias as possible. Here are three essential…
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Behold, Pythia®
No more creeping. She has arrived. Sign up for our AI powered financial planning web application today at pythia.coroebuswm.com Mobile versions coming soon…
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Happy 4th!
Happy Independence Day to all. Behold… Sign up today for access to Pythia® July 23rd!
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Personal Bankruptcy: Chapter 7 and 13 — And Why Race Still Matters
Bankruptcy is a legal process designed to give individuals or businesses overwhelmed by debt a chance to reset their finances. For individuals, the two most common types are Chapter 7 and Chapter 13 bankruptcy. What Are Chapter 7 and Chapter 13? • Chapter 7 is often called “liquidation bankruptcy.” It typically wipes out unsecured debt—like…
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Pythia Update: Progress, Challenges, and What’s Next
When we first introduced Pythia®, our vision was clear: to build a powerful, AI-driven financial analytics platform that redefines how investors and advisors approach decision-making. Our original goal was to launch last year, but as any founder in software development will tell you, timelines are often more fluid than fixed—especially when you’re a one-man shop…
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Breaking the Mold: Rethinking Risk and Goals in the Age of AI
The financial planning industry has long relied on tools like risk tolerance questionnaires and Monte Carlo simulations to guide investors toward their goals. While these tools have their merits, they also carry significant limitations, especially when measured against recent advancements in behavioral finance and technology. As anxiety and uncertainty grow in our increasingly complex world,…
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Training for the Markets
In the fast-paced world of knowledge professions maintaining peak mental performance is critical. Yet, too often, we underestimate the value of physical health in sustaining cognitive clarity and long-term decision-making capacity. As an athlete and coach I too at times struggle to maintain a healthy routine while running an investment advisory business and leading a…
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The Path Forward and New Opportunities
This quarter has brought pivotal moments for our team. Our goal was to begin testing Pythia® within 30 day and release an MVP this year; I’m pleased to announce that we’ve entered the user acceptance testing phase. The feedback from future customers and stakeholders have been invaluable at this stage has already offered invaluable insights,…
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Q4: Crunch Time
It’s been an eventful few weeks, both for us and for the broader economy. Since our last update, the Federal Reserve decreased interest rates by 50 basis points, signaling a long awaited shift in policy, leaving room for two more rate decreases this year. In the midst of these changes, we’re excited to share that…