Tag: insurtech
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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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The Great Wealth Transfer, Inequality and Preparing Heirs
The Great Wealth Transfer refers to a predicted transfer of wealth mainly from baby boomers (those born 1946-1964) to millennials and Gen Z households (HH). As younger generations are prepared to inherit this wealth we might expect significant changes in economic and social dynamics. According to the 2022 Global Wealth Report published by Credit Suisse,…