the agnostic investor

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

financial planning and investment management simplified

Tag: predictive analytics

  • 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,…

  • 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…

  • 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,…

  • Predictive Analytics and Artificial Intelligence in Financial Services

    Predictive Analytics: the use of data to predict future trends and events. It uses historical data to forecast potential scenarios that can help drive strategic decisions (What is Predictive Analytics? – Harvard Busines School) Generative AI: any AI system whose primary function is to generate content; This is in contrast to AI systems that perform…

  • Coroebus’ First Olympiad

    Coroebus’ first olympiad is complete. We have been operating for four years and continue to meet challenges as they come. Performance has been competitive, though scaling continues to be an area of focus as I continue to develop PythiaSM. In the area of portfolio management or investment management there is a continuing debate as to…

  • Coming Soon: Pythia…

    Coroebus is 3! According to the ancient poet Pausanius, Coroebus of Elis won the first gold medal of the ancient Olympic games in 776 B.C. by defeating his competitors in the stadion race. Taraje chose to name his business Coroebus to help fulfill a childhood dream to become the first male U.S. Olympic Champion in…

  • Happy Independence Day!

    As we complete our third year in business, I would like to take this opportunity to thank our clients, family and friends. It has been a difficult road but as we continue to meet the challenges we face daily, the aureate beacon of CWM continues to brighten. July 23rd marks the third anniversary of our Grand Opening…