Kathy PattonMar 183 minCat's in the CradleTell me a story about your first memory of money and the role it plays in life. When I crafted this question for the Walden Roots intake...
Josh DandurandMar 183 minCharting AI's Journey Through Earnings TranscriptsYou have likely seen headlines and news reports discussing artificial intelligence as a major technological advancement. AI’s potential...
Kathy PattonFeb 133 minMoney Can't Buy Me LoveA cornerstone of the Walden Roots process is identifying and defining a client’s two core values.
Josh DandurandFeb 134 minThinking Ahead: Tax Planning Strategies for High Earners Many tax planning opportunities have passed for 2023, but now is a great time to look ahead and prepare for 2024. Here, we outline key...