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Just some words we wrote on financial planning and investment management topics for you.

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Robot hand and dotted human hand touch fingers, creating a yellow ripple effect on a blue background. Symbolizes technology meeting humanity.

Robot hand and dotted human hand touch fingers, creating a yellow ripple effect on a blue background. Symbolizes technology meeting humanity.

Should AI Replace Your Financial Advisor?

Will generative AI replace your financial advisor? Would that be a good thing? We explain why a middle ground is best for both clients and advisors.

Matthew Kelley

Jun 11, 20255 min read

12 Things to Put on Your Year-end Financial Checklist

12 Things to Put on Your Year-end Financial Checklist

12 Things to Put on Your Year-end Financial Checklist

Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders.

Samuel Flaten

Dec 18, 20235 min read

When (And How) To Fire Your Financial Advisor

When (And How) To Fire Your Financial Advisor

When (And How) To Fire Your Financial Advisor

Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...

Maryan K. Jaross

Oct 11, 20239 min read

To those who have wondered, "What would I do if I won the lottery?"

To those who have wondered, "What would I do if I won the lottery?"

To those who have wondered, "What would I do if I won the lottery?"

An open letter from the president of Gold Medal Waters Financial Advisors about the difference between value and money.

Matthew Kelley

Aug 16, 20236 min read

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