Episode 6: Can A.I. Euphoria Continue to Lift Markets?

We highlight the significant growth and earnings potential of AI companies like Nvidia. However, they also express concerns about the volatility and potential market top in these stocks. They emphasize the importance of diversification and broadening market participation. The conversation also touches on the performance of fixed income investments and the benefits of adding duration to bond portfolios. Finally, they announce a second opinion service for referrals.

Chapters: 00:00 Introduction and AI Euphoria 01:07 Investment Behavior and Concerns 04:10 Importance of Diversification 07:12 Market Participation and Broadening Out 08:08 Review of Market Performance 10:18 Importance of Fixed Income in a Portfolio 12:07 Benefits of Adding Duration to Bond Portfolio 23:22 Offering Second Opinion Service 25:11 Closing and Call for Referrals

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.