In this episode of OpenLine, financial advisor Paul Winkler joins News Channel 5 to discuss the current investing landscape, including the impact of global events like developments in AI and Chinese tech, and the risks of over-concentration in large-cap tech stocks. He offers insights into diversification, the pitfalls of active management, annuities, bond strategies, crypto, and how to spot sales tactics in the financial industry. Paul also emphasizes evidence-based investing, the importance of investor education, and how to avoid common financial planning mistakes.

