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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…
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On Optimism, Integrating AI and Market Trends
As we approach deployment of Pythia® we are thrilled to share that we’re in the final stages of development, just days or weeks away from an initial product. Our primary focus now is on the seamless integration of advanced AI features to manage your data responsibly and deliver powerful predictive analytics that will set Pythia…
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The Challenges of Building Cutting-Edge Financial Technology
Introduction: As many of you know, building something meaningful takes time. It’s not just about having a vision but executing it with precision. When it comes to developing Pythia, our upcoming predictive analytics application, we’ve hit some bumps along the way—most recently, a server migration that has set us back at least a month. But…
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Happy 4th!!!
So much is changing so quickly there is no room to worry. Regarding Pythia®… We are still weeks from testing and months from release of our predictive analytics application. We have plenty to do and have internalized no deadlines! Keep moving…
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Who Shall Possess the Tripod?
Development to Deployment: The Journey of Pythia Octaeteris – Eight years later, on our eleventh anniversary, Pythia® is taking form. Our goal is to build an application that produces better financial decision making and outcomes using behavioral finance concepts. We’ve gone through periods of interviewing developers to identify costs, seeking funding, and feeling like this…
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The Power Duo: Quantitative and Qualitative Analytics
Quantitative vs. Qualitative Analytics: The Power DuoPredictive analytics in finance has traditionally been dominated by quantitative data — numbers, charts, and statistical models. However, the true potential is unlocked when this data is combined with qualitative insights: news articles, market sentiment, and expert opinions. Pythia seamlessly blends these approaches. By incorporating both quantitative precision and…
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