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438 what is Stockspot and how can it automate your investing?

Dev Raga Personal Finance

CHAPTER

Integrating AI and Personal Touch in Investment Strategies

This chapter examines the blend of Modern Portfolio Theory with investment algorithms, emphasizing risk management and asset allocation. The speakers advocate for the importance of personalized customer service amidst advancing technology, ensuring clients remain in control of their investments through unique identification systems. The discussion also touches on the significance of education costs and early financial decisions, exploring how automation and strategic investing can lead to long-term growth.

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