Events

Chart Chats are informative, virtual presentations by a financial advisor at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. The presentation is followed by a Question & Answer session based on the presentation.

Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012. His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy. In fact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end. He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.

Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.