Don’t be too quick with the AI use – Reminder its NOT always confidential! It is very helpful in certain situations!

J.K. Financial, Inc. AI Use Reminders

Careful with Confidentiality

As AI prompts enter our collective lives more frequently from all directions, see the cell picture with the Copilot tab in the middle lower – an easy button to click and have your confidential emails reviewed – it is worth reminding, AI reviews may be public information!

Screenshot of an email inbox interface displaying several messages with an emphasis on the 'Copilot' tab highlighted at the bottom right corner.

While this is still evolving, keeping in mind this possible lack of confidentiality may help with confidential information.

Great Example of Helpful AI

Not to talk out of the other side of the mouth, but using Gemini yesterday to help understand the different Property Agencies here in Dallas, revealed the very helpful answer – This is actually the summary, there were three pages of detailed information that was even more helpful:

In summary:

  • DCAD appraises property values.
  • The Dallas County Clerk records property ownership and other vital public documents.
  • The Dallas County Tax Office collects property taxes.

So the careful and the good … AI is here to stay and our continued exposures is almost guaranteed!

Have a Great “Use AI carefully” Day!

John

AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

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Logo of JK Financial, featuring a circular design with the text '$TREET - ¢ENTS' and 'jkfinancialinc.com' around a stylized 'K'.

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