Jeffrey Ptak

Jeffrey Ptak, managing director at Morningstar and expert in retirement plan behavior, shares insights on automating investments. He discusses how automation reduces emotional trading, enhances returns, and helps investors stick to their plans through features like auto-enrollment. Jeffrey highlights that younger and lower-earning participants benefit most from these strategies. He also explores the role of AI in automation and advises on choosing the right platforms for investing decisions. The discussion emphasizes that putting investments on autopilot can lead to significant financial gains.