Isaac’s Thoughts

December 29, 2020

Alignment of Interest

You know conflicts of interest. What about alignment of interest?
November 29, 2020

Insurtech and AI in the Insurance industry

Creeping disruption by Insurtech is subtle and ongoing. FA Reps have to respond.
September 28, 2020

Subtle Biases in Financial Statement Analysis

Did you know that the SAME set of financial statement reports can be analyzed differently with different lens depending on the objective of the analysis?
July 10, 2020

COVID19 and ‘Regular Savings Plans’

COVID19 reveals impact of income volatility on savings plans.
June 17, 2020

COVID19 – 2nd wave? Make your own play..

Thoughts about COVID19 wave 2 and making decisions in the hot seat.
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