Daniel Farid Yasharel MSFS CFP CDFA RICP AIF

09/08/2026

More people are asking AI for financial advice. Here's what it can't do.

Over the past year, I've noticed a shift. Pre-retirees are typing their questions into AI tools before they ever call an advisor. Questions like "Am I paying too much in taxes?" or "Is my portfolio built for income or just for growth?" or "Should I get a second opinion on my accounts at a large brokerage firm?"

Those are good questions. And AI is good at explaining concepts.

What it can't do is sit across from you, understand your family, your tax return, your goals, and how you sleep at night, and then coordinate it all into one plan.

That's the work I've done for over four decades at Artisancap:

* Comprehensive wealth management — strategies to grow, protect, and transfer your wealth
* Proactive income tax planning — designed to help you keep more of what you earn
* Disciplined asset management — risk-aware portfolio management for long-term growth
* Retirement income — strategies to help create reliable income and financial confidence

If you have questions the chatbot couldn't fully answer, I'm happy to give you a second opinion. Schedule a conversation at

09/08/2026

More people are asking AI for financial advice. Here's what it can't do.

Over the past year, I've noticed a shift. Pre-retirees are typing their questions into AI tools before they ever call an advisor. Questions like "Am I paying too much in taxes?" or "Is my portfolio built for income or just for growth?" or "Should I get a second opinion on my accounts at a large brokerage firm?"

Those are good questions. And AI is good at explaining concepts.

What it can't do is sit across from you, understand your family, your tax return, your goals, and how you sleep at night, and then coordinate it all into one plan.

That's the work I've done for over four decades at Artisancap:

* Comprehensive wealth management — strategies to grow, protect, and transfer your wealth
* Proactive income tax planning — designed to help you keep more of what you earn
* Disciplined asset management — risk-aware portfolio management for long-term growth
* Retirement income — strategies to help create reliable income and financial confidence

If you have questions the chatbot couldn't fully answer, I'm happy to give you a second opinion. Schedule a conversation at

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09/08/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

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09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/06/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

09/05/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

09/03/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

09/02/2026

09/01/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

08/30/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.