The current stock market is a mix of powerful forces: algorithmic trading, index investing/passive money management, dominance of "mag 7" tech stocks, the gamification (gambling) approach to investing (trading). New opportunities have emerged with companies focusing on capital investments in Artificial Intelligence, the transition to clean energy, the massive need for electrification. In this environment, we will review how to meet our financial goals and become an "intelligent investor" with diversified asset allocation that balances our need for (after-tax) income, cash flow, and liquidity all while controlling market risk.

Moderator: Dan Nagel is retired CPA with a lifelong interest in economics and investing.