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