The charismatic character in the photo above is a marketing genius and a provocative thinker. His name is Seth Godin. Long-time friends know that I’m a Seth Godin Superfan. Call me a “Sethy.” Much of his writing reflects his strong belief in taking the long view.

Seth often says, “People like us do things like this” when fellow tribe members connect their values with how they live their lives. In particular, Seth sounds like us…clients, team members, and other evidence-based investors in this recent post. See if you agree.

If you don’t quite get the connection and want to learn more, let’s talk! Set up a call or meeting here. 

It feels like every conversation lately revolves around the latest discovery in AI and how it’s improving x,y, and z. But how does AI impact our industry as Financial Advisors?

David Booth, Chairperson of Dimensional Funds Advisors, recently wrote an opinion piece on AI and the market for the Financial Times. He states, “Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond? I bet a lot of people right now would say yes, given recent advances that allow for the processing of ever greater amounts of information.

I think my AI is better than all the other ones out there. My AI is the market.”

Read his full take on AI here.

Hal Hershfield, a friend of the podcast, recently had an adaptation from his book, Your Future Self: How to Make Tomorrow Better Today”, published in the WSJ.

We love this concept of “getting to know your future self” taught by Hal Hershfield, who studies the psychology of long-term decision-making, because it’s a lot like our philosophy of taking the long view.

One of Hershfield’s most well-known discoveries suggests that when people are confronted with their “future selves,” they experience an emotional connection that can influence long-term financial and ethical decision-making.

Read his article here.