The AI Question: Advice vs. Action

“Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle dive into the growing conversation around AI vs. the human advisor. They discuss how AI is influencing the stock market, where it may (and may not) disrupt industries, and what it means for financial planning. From robo-advisors to real-world decision-making, they break down the limitations of AI, the importance of human judgment, and why implementation and personal connection still matter. If you’d like to discuss your specific situation with one of our CFPs®, please […]