Tag: proptech
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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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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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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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23 In Review
Happy New Year! I’d just like to share what a positive year 2023 was for me personally, offering some chaos, growth, fresh starts and new beginnings. Being committed to lifelong learning we made a great investment of time in education last year and are on good footing in a very fast paced and exciting environment.…
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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,…
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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…
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Decision Fatigue
With so much chaos and uncertainty I thought it best to suggest a reading this evening from Federal Reserve Bank of Atlanta President and CEO, Raphael Bostic. Inflation Fight Is On Track, but the Path to 2 Percent Could Be Bumpy