Daniel Farid Yasharel MSFS CFP CDFA RICP AIF

09/17/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

09/15/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

09/13/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

09/12/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

09/10/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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.

Page Not Found Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.Here are a couple of options to get back on track:If you typed the address in, did you type it correctly?Your best bet is proba...

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.