Is AI Retirement Planning a Good Idea?

AI is changing many parts of our lives, from customer service chatbots to health care to finance, and even retirement planning. In our own practice, we've noticed an uptick in the number of people who ask us to confirm whether planning related answers generated by AI are accurate. (It often isn't, either partly or completely.)

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How to Avoid Capital Controls

Last week, I had a call with a successful entrepreneurial client who was deeply worried about capital controls. She had worked for many years to build up an eight-figure nest egg and didn't want to lose it to a predatory government through outrageously higher taxes or being forced to convert some of her investments into bonds from a bankrupt federal government. She certainly didn't want to run the risk of outright confiscation.

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The Best Swiss Banks

We've long considered Switzerland a good place to bank for the right sort of client. That's because the best Swiss banks offer a service that is geared towards Americans looking for a conservative wealth preservation strategy.

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