Whether you like it or not, AI is coming, and it is coming in fast. We are approaching a major paradigm shift in the world of investing, but what will it look like? On this episode of Dollars To Dreams: Planning with Purpose, Tyler Hafford spells it out plain and simple: AI will be a revolutionary tool to aid the process, but it cannot do the most important part... the artificial advisor can help, but can it help you?

You'll Learn

• The Achievement of the Artificial Advisor - AI is no magic trick, it's legitimately powerful. It can quickly analyze data, recognize patterns, and automate tasks that would take a human hours. There are many parts of financial advising that AI might completely revolutionize.
• The Consequence of the Artificial Advisor - What AI cannot do is factor in consequences like a human can. It has the figures, but it does not have the relationship to the client; it does not know the myriad contexts, events, and reservations that make up a life, and cannot account for the consequences.
• The Resolution of the Artificial Advisor - In the end, the financial advisor will not fall to the wayside, but their position may change slightly. With AI being able to quickly bring up the data and the numbers, it will now be the advisor's job to tell you what the numbers actually, actionably mean.

Produced by Sutherland Weston. Contact us at https://sutherlandweston.com/

Simple investing works, but it's no simple task. Precise and conscientious moves are what get you through the winding waves of the investment world today, and it's on Tyler Hafford's agenda to show you the moves on this episode of Dollars to Dreams: Planning with Purpose. Simple moves make up all clever plans, and with intentionality behind each action, you'll find that navigating the financial landscape gets a lot more simple.

You'll Learn

• Savings Rate - Determining the margin of error, the level of flexibility, and the peace-of-mind you can get from an account, your savings rate (as boring as it might appear) is essential to making simple investing simply work.
• Asset Allocation - Investing in the big guns in the S&P 500 is a pretty safe choice, but a concentrated investment is always a bit riskier. With how markets move and how leadership changes, consider examining where you're really putting your money: more eggs could be in one basket than you anticipate.
• Tax Strategy - Depending on how the assets are held and how they're withdrawn, two portfolios that are the exact same can end up in wildly different positions. The strategy for managing tax brackets is imperative to a good account.

Produced by Sutherland Weston. Contact us at https://sutherlandweston.com/

You can only go so far when managing yourself in unprecedented times, but managing your financial future requires keeping both an eye on the news and your mind free from panic. In this episode of Dollars to Dreams, Tyler Hafford and PFA's Chief Investment Officer, Sam Chaplin, discuss the ramifications of the U.S. and Israeli conflict with Iran, and what this means for stocks, for oil, and for everyone who's trying to stay afloat through this.

YOU'LL LEARN:

• How much war costs consumers in the long run.

• How the market reacts to big news, and how it responds in the aftermath.

• The pillar of the oil trade, and how the world might operate in the face of a shortage.

Produced by Sutherland Weston. Contact us at https://sutherlandweston.com/