34 min

Investing with Insight: Our Investment Approach, Recessions and AI No Bonds Podcast

    • Economía y empresa

One of the most frequently asked questions we get from our clients is, “Can you give me a refresher on your investment philosophy?” In this episode of the NoBondsCast, Chief Investment Officer, Ben Beck, CFP®, and Senior Client Advisors Karen O’Donoghue and Andy Martone will discuss that very topic by revisiting the basics.

Whether you are a long-term client, new to Beck Bode, or simply curious about how we work, this is a great look into how our methodology helps people work toward their financial goals. We will also answer the question about how our investment philosophy operates in a (potentially) recessionary environment.

Also, doesn’t it seem like Artificial Intelligence (AI) is everywhere nowadays? In the news, on social media, and in conversation with friends. Lately, clients have been asking how we see AI impacting the investment world, in particular. Tune in as we touch on technology’s evolving landscape.

Get more of Beck Bode here:
Visit our website 👉 https://hubs.li/Q01d01rl0
Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0

Socials
Facebook: https://bit.ly/3zCQbR9
LinkedIn: https://bit.ly/3xwJNYN
Instagram: https://bit.ly/3MfWRsD

One of the most frequently asked questions we get from our clients is, “Can you give me a refresher on your investment philosophy?” In this episode of the NoBondsCast, Chief Investment Officer, Ben Beck, CFP®, and Senior Client Advisors Karen O’Donoghue and Andy Martone will discuss that very topic by revisiting the basics.

Whether you are a long-term client, new to Beck Bode, or simply curious about how we work, this is a great look into how our methodology helps people work toward their financial goals. We will also answer the question about how our investment philosophy operates in a (potentially) recessionary environment.

Also, doesn’t it seem like Artificial Intelligence (AI) is everywhere nowadays? In the news, on social media, and in conversation with friends. Lately, clients have been asking how we see AI impacting the investment world, in particular. Tune in as we touch on technology’s evolving landscape.

Get more of Beck Bode here:
Visit our website 👉 https://hubs.li/Q01d01rl0
Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0

Socials
Facebook: https://bit.ly/3zCQbR9
LinkedIn: https://bit.ly/3xwJNYN
Instagram: https://bit.ly/3MfWRsD

34 min

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