the agnostic investor

Written by Taraje Williams-Murray, CEO of Coroebus Wealth Management

financial planning and investment management simplified

Tag: insurtech

  • 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,…

  • 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,…