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AI in Investing: What It Means (and Doesn’t Mean) for Your Money

  • Writer: Greg Luken
    Greg Luken
  • Oct 20
  • 2 min read

Artificial Intelligence (AI) is everywhere in the headlines right now. From chatbots to self-driving cars, it’s clear that AI is already reshaping the way we live and work. Understandably, many people are wondering: What role does AI play in investing?

We’ve been exploring this very question — and we want to share what we’ve found so far.



How We’re Using AI Today


We’ve already integrated secure AI tools into parts of our operations. This has saved time on routine tasks, which means our team can spend more time on what matters most: serving you.


On the research side, AI has shown potential in helping us process and analyze large amounts of data more quickly. But when it comes to actual investment decisions, we’re not handing over the reins to AI — and for good reason.


The Limits of AI in Investing


AI can be powerful, but it isn’t perfect. You may have heard the term “AI hallucinations,” which is when AI produces answers that sound convincing but aren’t accurate. This is something we take very seriously.


As we explain in the video, hallucinations may not even be a “bug” — they might be a natural feature of how AI works. That’s why it’s important to approach AI as a tool, not a decision-maker.


Think of where the internet was in 1997: full of promise, but still early in its development. AI is in a similar stage today. Technology will grow, and it will bring productivity gains and new opportunities — but it’s not a replacement for experienced judgment.


What This Means for Investors


For individual investors, the rise of AI raises an important question: Should you change your investment strategy because of AI?


Our answer: No. While AI may shape the economy and create new opportunities, your investment success still comes down to timeless principles:


  • Have a clear, long-term plan that fits you


  • Avoid emotional decisions


  • Partner with a trusted team to put complex information into perspective



Resources to Help You


If you’d like to take the next step, you can:


AI may be changing the world — but your investments still deserve a disciplined, human-centered approach.

 


 
 
 

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