Custom interactive financial models built for advisor-client meetings. Retirement gaps, Roth conversions, income projections -- live, with their numbers.
Retirement income, Roth conversions, Social Security timing, margin strategies, savings goals. If you can describe the scenario, I can build the model.
Clean, visual, and interactive. Clients can move the sliders and see what happens. No spreadsheets, no PDFs, no glazed-over eyes.
You describe the scenario and the assumptions. I build and deliver a polished single-file HTML model you can use in any meeting.
The Dow closed up, energy closed up, Nvidia closed green, and memory lost eight percent. That combination has one explanation, and it started in Seoul.
Two panics, zero estimate revisions, a $400 billion free cash flow model, and a week that made the case for underwriting businesses instead of headlines.
CXMT raised $8.55 billion selling 97% of its chips inside China, in segments Micron already exited. The 2027 estimates didn't move a penny. The chart is another story.
A quarter of retirees claim at 62. The math usually says wait. Here is how to make the break-even visible in one meeting.
The best quarter in memory history, a 25% drawdown, and the $29 billion SK Hynix listing that puts the whole trade on trial. Every catalyst, mapped.
Why clients don't act on Roth recommendations, and how a live model changes the conversation entirely.
The gap is the opening, not the closing. Here is how to make it feel real in the room.
The shift from presentation to participation in client meetings, and what it means for trust and referrals.
The S&P 500 at all-time highs while the Fed holds at 3.5%. Why this is happening, the four pillars behind it, and where it breaks.
Four scenarios for memory stocks in 2026 -- from continued hyperscaler capex to the training-to-inference shift. What changes and what holds.