Yahoo Finance columnist Kerry Hannon quoted Delagify’s Robert Persichitte on what SpaceX’s volatile IPO means for 401(k) savers: you’re picking strategies, not stocks.
Worried about SpaceX’s volatility? Here’s what 401(k) savers should do Read More »
Robert provides the lead critique of AI agents executing trades automatically: the feature makes investors feel like they’ve done great research, creating a gap between how they feel about the world and how the world actually operates. Read the full article →
Robinhood’s New AI Trader Is Raising Red Flags for Advisors Read More »
Asked whether the record-setting rally meant the all-clear, Robert counseled humility: the easiest answer is always that we don’t know — every market call requires guessing both the future and the market’s reaction to it. Watch the segment →
Wall Street reaches new record highs as oil prices drop Read More »
Robert sat down with CBS News Colorado ahead of Tax Day with practical guidance on making a refund count. Watch the segment →
Colorado tax expert offers refund advice ahead of Tax Day Read More »
Robert lays out the three risks of chatbot tax prep: your data isn’t private, the bots are bad at determining which rules apply, and they fabricate — and you’re still the one the IRS audits. Watch the segment →
Experts warn against using AI to prepare your taxes Read More »
9NEWS quoted Robert on prediction markets taking over $1 billion in war wagers in a regulatory blind spot: the bet sizes are visible but the bettors aren’t, with no insider-trading protections — and the deeper worry that the bet causes the thing to happen. Read the full article →
Colorado limited in ability to prevent people from betting on war Read More »
Robert counsels patience amid war-driven market swings: often the best response is to do nothing — your money is like a bar of soap, the more you touch it the less you have. Watch the segment →
Dow jumps over 1,000 points amid Iran war developments Read More »
Robert’s verdict on AI tax prep: a real time-saver as long as you double-check the work — it makes mistakes, so confirm every number. He also shares how he uses AI tools to cut through long tax documents in his own research. Read the full article →
Can AI do my taxes? Learn the prompts, risks, and 3 ways AI can help Read More »
Robert’s recurring caution leads this Investopedia piece: treat AI as a fancy Google — useful for gathering ideas, but every citation needs the same scrutiny you’d give advice from a stranger. Read the full article →
How ChatGPT Can Guide Your Retirement Planning and Ensure Financial Security Read More »
Built on Robert’s expertise: the real scope of tax-free tips and overtime, the $40,000 SALT cap, the $2,200 child tax credit, and the myths — most filers won’t see dramatic cuts, and Social Security isn’t newly tax-free. The best time to plan is before you make the move. Read the full article →
New tax rules (and old myths) to know before you file Read More »
