OpenAI Seeks Government Support
2025-11-07
Sarah Friar, OpenAI’s CFO, spoke at a Wall Street Journal technology conference to update the audience on the potential of AI. While her comments were very optimistic, she noted that OpenAI seeks continued capital inflows, highlighting the lynchpin for AI development. Her quote below, courtesy of Bloomberg, takes traditional bank and industry financing a step …
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Invest Or Index – Exploring 5-Different Strategies
2025-09-15
Investing is about choices. Every investor faces the same challenge: how to grow wealth while controlling risk. Over the years, distinct approaches have proven effective, though none guarantee success. Some strategies require patience. Others demand discipline in timing and execution. A few provide stability and income. There is no right or wrong way to invest, …
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9-12-25 The Essential Hierarchy of Money Goals
2025-09-12
Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track.
From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step.
By focusing on the right goals at the right time, you’ll reduce stress, improve financial security, and set yourself up for long-term success.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before
Corporate Earnings Slowdown Signaled By Employment Data
2025-09-12
The latest employment data strongly warned of a potential corporate earnings slowdown ahead. This is the first time we have warned about the employment data and its impact on corporate earnings. In May, we penned “Employment Data Confirms Economy Is Slowing.” wherein we stated: “Given the importance of consumption in the economy and that employment (production) must come …
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9/8/25 Why Diversification Is Failing In The Age Of Passive Investing
2025-09-08
NOTE: As of 10:50a CDT YouTube has yet to process this video sufficiently for us to edit or add time codes. We’ll revise all of these as soon as YouTube allows.
Lance Roberts explores how the rise of passive index funds and ETFs has reshaped markets, leading to higher correlations across asset classes and eroding the traditional benefits of diversification. Once considered the cornerstone of portfolio risk management, diversification now struggles as capital floods into passive vehicles—concentrating money in the same stocks and sectors. Lance also takes a crack at Keynesian Economics and the trouble with Government spending; what would happen if the Fed produces an intra-meeting rate cut; an examination of the dollars currently required to generate GDP growth,
SEG-1a: Economic Trends
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