by Suzanne Porske | Aug 19, 2026 | Uncategorized
Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the behavioral and judgment work that can...
by Suzanne Porske | Aug 19, 2026 | Uncategorized
When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it’s everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the appeal. It feels like a...
by Suzanne Porske | Jul 20, 2026 | Uncategorized
Studying abroad is one of the most formative investments a family can make. The financial side, however, often gets less attention than it deserves. In the most recent academic year, 298,180 U.S. students studied abroad for academic credit, a 6 percent increase from...
by Suzanne Porske | Jul 20, 2026 | Uncategorized
There is usually no single moment when the roles begin to shift. It may be a confusing medical bill. A missed payment. A scam text they almost clicked. A question about an account they have had for years. A conversation where they sound like themselves, but not quite...
by Suzanne Porske | Jun 10, 2026 | Uncategorized
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules or if your estate strategy was...
