by Suzanne Porske | Sep 29, 2026 | Uncategorized
A mother in California picked up her phone last spring and heard her daughter’s voice, panicked, saying she had been kidnapped and needed money sent right away.1 The voice had the right pitch and the right tone, even the small verbal habits her daughter...
by Suzanne Porske | Sep 29, 2026 | Uncategorized
Most financial decisions can be revisited. A portfolio can be rebalanced next quarter, or a budget adjusted next month. But a handful of decisions do not work that way. You may only retire once. Or help parents as they age, or receive an inheritance. Or you may sell a...
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...
