Talking Technicals.
Facts, Emotions & Chatbots
Who can you trust?
November 20th at 2:00pm PST
As artificial intelligence reshapes how information spreads, separating fact from fiction has never been harder, or more critical for investors. From deepfake headlines to overconfident market takes, noise now moves faster than data. In this session, Steven Bernstein and Adam will explore how bias, misinformation, and “AI-generated confidence” can distort investment decisions. Together, they’ll uncover practical ways to filter reliable insight from hype and discuss how disciplined research and perspective can help investors stay grounded in an age of information overload.
Steven Bernstein
Adam Turnquist
IS AI THE MAIN DRIVER OF THIS MARKET?
WHAT TO EXPECT
The explosion of financial misinformation and “AI-generated confidence.”
Generative tools can produce charts, headlines, and “expert takes” that sound authoritative but lack verifiable data.
Why confirmation bias shapes portfolio decisions.
Trace the claim: who published it, what’s the primary source, and can the figures be replicated?
Why confirmation bias shapes
portfolio decisions.
“I’ll be right eventually” thinking turns patience into paralysis—especially with legacy holdings.
Market Technicals
Key support, resistance, and momentum signals across U.S. equities.
THIS WORKSHOP IS FOR
Current Clients
Those who wish to stay informed and understand the broader economic factors influencing their portfolios.
Seasoned Investors
Those looking to understand the current economic landscape and how it influences investment decisions, especially in relation to the S&P 500.
Prospective Clients
This is a prime opportunity to understand our approach to emerging sectors and how we prioritize your financial growth.
MEET YOUR SPEAKERS
Steven Bernstein
President, Stonewater Financial
With over two decades of expertise in wealth management at premier financial establishments, I established Stonewater Financial. As we approach our firm’s fifth anniversary, I take immense pride in our dedicated team, the enduring relationships we’ve cultivated, and the consistent successes we’ve achieved and continue to pursue.
At Stonewater Financial, we build and manage custom financial plans that suit each individual’s unique situation. This plan is not just about what money goes where. It’s a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.
Adam Turnquist, CMT
Chief Technical Strategist, LPL Financial
Adam Turnquist is the Chief Technical Strategist for LPL Financial’s Investment Research team.
In his role, Turnquist leads the firm’s technical analysis of global capital markets.
He also serves as a key member of the firm’s Strategic and Tactical Asset Allocation Committee, a body responsible for timely market guidance for LPL’s more than 21,000 independent and enterprise-affiliated financial advisors.
SPACE IS LIMITED, RSVP TO SECURE YOUR SPOT
Don’t miss this opportunity to gain insights on where markets might be headed for the end of the year.
A short Q&A session will be offered to answer any questions you might have at the end of the session.
Integrity
Comprehensiveness
Transparency
How To Get In Touch With Us
Steven Bernstein is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC
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