Chris Carosa | Senior Contributor | Forbes.com | Mar 26, 2020,11:07am EDT America has not seen this kind of massive national mobilization since World War II. You might have thought that particular America was long past, but today’s events prove we can still be a united nation. As the old saying goes, “when the going gets …
This Is How Your Work, Spending And Life Changes From This Point Forward Read More »
EDITOR: RAJ SHAH | MARCH 5TH, 2020 Source:https://investorintel.com/investorintel-video/real-intelligences-jeff-mount-on-providing-human-centered-financial-planning-to-middle-class-millionaires/ “We are certainly seeing the rise of artificial intelligence in trading, financial planning and of course we have robo-advisors who have very quickly risen to compete in terms of assets under management with even the insurance companies and bank brokerages. I don’t know if they will ever take over the …
Jeff Mount on helping the “middle-class millionaire” feel more confident Read More »
EDITOR: Jeff Mount | MARCH 17TH, 2020 Source:https://investorintel.com/investorintel-video/real-intelligences-jeff-mount-on-providing-human-centered-financial-planning-to-middle-class-millionaires/ Experts keep telling us to “put it all into perspective,” “stay the course,” and remember that we are “in it for the long-term.” These clichés don’t make anyone feel more secure, nor do they provide the unique risk management characteristics of sound financial planning. This is canned, institutional word salad …
Industry leaders such as Blockbuster, Toys “R” Us, Borders, and Pan Am all ignored warnings to pivot, then quickly failed to exist. Real Intelligence LLC, an authority on the dynamic American financial landscape, warns against behaviors that will lead uneducated and under-trained Financial Advisors into irrelevancy as AI rises. With the rise of zero-dollar commissions …
I hear this one a lot. I get it. It took you a long time to develop your story to explain someone else’s financial planning output. Wait a second. Say that again? “It took me a long time to develop my story to explain someone else’s financial planning output?” Let me explain the significance of …
“Why should I change my financial planning method?” Read More »
Isn’t he beautiful? So cute. We need to start college savings for the son of the institution. What shall we call him? I often hear that human investors need to be smart, unemotional, and as committed as institutional investors. They should use the same money managers, the same “time-tested” methods as the institutional investor. That …
Guess the sex of this offspring from an institution Read More »
Adam Torres interviews Jeff Mount, President at Real Intelligence in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to be interviewed by Adam on our podcast: https://www.moneymatterstoptips.com/podcastguest
I was recently asked to write an article that would identify whether or not a financial advisor was worth the cost. Here is my response: Investors are emotional beings. We focus on our gains too much when markets are running hot. We become exacerbated when our losses appear to be too large during market declines. As a result, …
I have fond memories of wandering the aisles of Blockbuster video in the 1980’s. It was usually a Friday evening and I would rent multiple VHS tapes for the weekend. It became a social scene. We would share our favorite movies with each other and warn our friends about the rotten tomatoes. However, these are …
The financial services industry has been changing very rapidly for the last couple of years. The Department of Labor tried (unsuccessfully) to impose a very punitive version of a fiduciary standard on financial advisors who sold investment products inside of Individual Retirement Accounts (IRA’s). Even though that effort was thwarted, this topic has become a political football …
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