AI is Here to Stay

Good Reads

• AI and the Big 5
• Wells Fargo is exiting the mortgage business
• Interest rates and stock prices
• Downhill from here

Overheard

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“I think we may be in the midst of a third one today”

-  Howards Marks, Oaktree

A Suggestion

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In our most recent webinar, we discussed how Howard Marks thinks we are in the midst of a sea change, one of just three over his illustrious 53+ year career as a pro investor (we linked to him last weekend). Here’s what that means, it’s time to review and readjust your investment strategy. How you are investing should perfectly match your goals. Non-zero interest rates have a profound impact on asset valuations. Opportunity abounds for those who can navigate well.

Flight Deal of the Week

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Flights from where you are to Asheville, NC are on sale.

Level Up

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If you are reading this wanting to take your financial life to the next level. Please reach out here. Simple as that.