Advisor intel

The ChatGPT Idiot

In "The ChatGPT Idiot," Senior Financial Advisor Michael Connon of Assante Capital Management Ltd. draws a compelling parallel between using advanced tools like ChatGPT and relying on professional expertise. Connon warns that while AI can be powerful, overconfidence in untrained hands can lead to costly mistakes—especially in finance.

The ChatGPT Idiot

AI is physical: Investing in the infrastructure behind intelligence

MLD’s AI Fund targets the physical backbone of the digital age, where capital formation meets compute, energy, and resources

AI is physical: Investing in the infrastructure behind intelligence

The real risk in retirement isn’t just running out of money

Clients keep telling me they’re ready to stop working, until they actually try it.

The real risk in retirement isn’t just running out of money

Rethinking Wealth Management: Why We Built MLD Differently

Clients want more from their advisors. We can’t afford not to evolve.

Rethinking Wealth Management: Why We Built MLD Differently

The pros and cons of selling real estate in a down market

How expectations and emotions can skew smart investment decisions

The pros and cons of selling real estate in a down market

A modern approach to wealth management with the Alterna Private Income Portfolio

An approach that goes beyond the 60/40

A modern approach to wealth management with the Alterna Private Income Portfolio