Tag: Market Trends
The Truth Behind AI in the Financial World with Wes Crill (Ep. 9)

The Truth Behind AI in the Financial World with Wes Crill (Ep. 9)

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While AI learning tools have gained new attention in the world of finance, it’s essential to understand both sides of the coin in order to separate fact from fiction.

In this episode, Charlie Massimo and Peter Anastasian speak with Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors, as he shares his extensive knowledge and experience, providing valuable insights into AI’s past, present, and future in the financial world. From the limitations of AI in predicting market movements to the efficiency impact on stock prices, Wes offers a nuanced perspective on the application of AI in finance.

Wes discusses:

  • The historical presence of AI and its impact on financial markets
  • The limitations of AI in predicting market movements
  • The impact of AI on stock prices and the bond market
  • The role of AI in research and its potential value in investment strategies
  • And so much more!

Resources:

Connect with Wes: 

Connect with Charlie: 

Connect with Peter: 

 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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The Six Principles of Successful Investing (Ep. 2)

The Six Principles of Successful Investing (Ep. 2)

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We all want to be successful investors, but do you have what it takes? 

From managing biases to focusing on variables you can control, Charlie Massimo and Peter Anastasian reveal the key components of a winning investment strategy. 

Join Charlie Massimo and Peter Anastasian in their second episode as they reveal the six principles that successful investors follow. 

In this episode, Charlie and Peter discuss improving your investment experience and achieving long-term success by implementing these principles. 

Discover how having faith in the future, practicing patience and discipline, being agnostic to market trends, and focusing your time and energy on variables you can control can significantly improve your investment returns.

Charlie and Peter discuss:

  • Having faith in the future is a key component of successful investing.
  • How patience and discipline can improve your investment experience and increase your long-term real-life investment returns
  • Why it’s essential to be agnostic to market trends and have a philosophy that dictates your moves
  • Why you should focus your time and energy on variables you can control 
  • And so much more!

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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