Investing with Insight: Our Investment Approach, Recessions and AI

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/Q01d01rl0Get a FREE physical copy of Dancing with the Analysts 👉 https://hubs.li/Q01dJn0Y0SocialsFacebook: https://bit.ly/3zCQbR9LinkedIn: https://bit.ly/3xwJNYNInstagram: https://bit.ly/3MfWRsD

About the Podcast
The NoBonds Cast is a conversation-driven podcast exploring financial planning, investing, legacy, and the human side of money. Hosted by managing partners, Ben Beck, CFP®, and Jim Bode, the show is designed to help listeners think more clearly about their financial lives and the decisions that shape them.

Important Disclosure
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. Views expressed are those of the hosts and guests as of the date of recording and may change. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

Learn More
Visit beckbode.com to learn more about our planning process or to schedule a conversation with our team.

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