Before you ask AI about your finances… listen to this. AI can auto-generate a portfolio in seconds – but can it understand your life, your fears, and your financial future? In this episode, host Shelly Appleton‑Benko and Kevin Fabian, Investment Associate at Odlum Brown, put AI to the test, revealing where it shines, where it fails and why human judgment still matters more than ever.

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Links:

Equity research - https://www.odlumbrown.com/the-ob-difference/research/equity-research