facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Bonds, Bots, and Bullion: Making Sense of It All for Investors

On a recent client webcast, we discussed recent financial trends, including the impact of higher rates on bond returns, the influence of artificial intelligence on markets, and the importance of gold nearing an all-time high.  Featuring our Dimensional colleagues Gerard O'Reilly, PhD, Co-Chief Executive Officer and Chief Investment Officer, Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services Group.

Discussion Topics Include: 

Bond Markets

  • How are higher rates impacting bond returns?
  • What role does the Federal Reserve play?
  • How important is the inverted yield curve?

Artificial intelligence

  • How is AI being used in financial markets?
  • What impact does AI have on investing?

Rising gold prices

  • What role does performance chasing play?
  • How does gold fit into your portfolio?

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).   

This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. 

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.