NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
An advisor of 40 years explains how he's achieved better performance for his clients by leaning toward less diversification, being highly uncorrelated to markets, and using a course hedge.
A seasoned advisor explains that his course-hedge investment approach is designed to leave portfolios in a market-neutral position, removing the effect of market volatility from the portfolio and the upward bias of the market from the portfolio.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins November 20, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 8–11, 2025