DeepSeek: A Flash in the Pan or a Game-Changer?
Alright, let’s talk about DeepSeek—the latest AI company that’s got everyone either panicking or strategizing.…
Alright, let’s talk about DeepSeek—the latest AI company that’s got everyone either panicking or strategizing.…
This week, AI investors had a bit of a panic moment. The culprit? A Chinese…
Every year, as December approaches, we hear a familiar story: clients want to make a…
Jay, a professional in his mid-40s, was frustrated with the limited growth of his company-sponsored…
When managing stocks acquired through employee plans such as RSUs (Restricted Stock Units) and ESPP…
The U.S. Treasury yield curve is a widely watched economic indicator, often viewed as a…
Recently, an investor expressed a concern that is often shared by corporate employees who have…
By the end of October 2024, Apple is expected to make several innovations that could…
Buy the DIP? Easier Said Than Done!” You often see articles about buying the dip,…
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Alright, let’s talk about DeepSeek—the latest AI company that’s got everyone either panicking or strategizing. A few weeks ago, some of the biggest names in tech lost billions in market cap, and fingers pointed straight at this Chinese startup. Why? Because DeepSeek allegedly trained a cutting-edge AI model on 800
This week, AI investors had a bit of a panic moment. The culprit? A Chinese AI startup called DeepSeek, which claims its open-source large language model (LLM), R1, can compete with OpenAI’s GPT-4, Meta’s Llama, and Google’s Gemini—but at a much lower cost. That was enough to send stocks in
Every year, as December approaches, we hear a familiar story: clients want to make a meaningful donation and take advantage of the associated tax benefits, but they haven’t yet decided which charities to support. For many, Donor-Advised Funds (DAFs) are the perfect solution. Take, for instance, a client who came
Jay, a professional in his mid-40s, was frustrated with the limited growth of his company-sponsored 401(k) plan. The restricted investment options and lack of active management left him concerned about the long-term growth of his retirement portfolio. Seeking a better solution, he turned to us for guidance. Jay wanted to
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The U.S. Treasury yield curve is a widely watched economic indicator, often viewed as a harbinger of future recessions. The recent normalization of the yield curve—after an inversion lasting over 16 months—has sparked widespread discussion about its implications for the economy and markets. While the yield curve has historically been