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Save the Date: Tuesday, 6/16 7 pm Meeting: Terri Spath ,The Perfect Storm: Navigating AI Hype, Market Volatility, and HIgher Rates.

  • 1.  Save the Date: Tuesday, 6/16 7 pm Meeting: Terri Spath ,The Perfect Storm: Navigating AI Hype, Market Volatility, and HIgher Rates.

    Posted 2 days ago

    Here is information on our June meeting that you won't want to miss. 

    Tuesday, June 16th at 7 pm CST (8 pm EST)

    Online Only

    To Register: https://us02web.zoom.us/webinar/register/WN_arkw7z8ZToaL9lujbtIaMg

    Terri Spath from Zuma Wealth Management

    The Perfect Storm: Navigating AI Hype, Market Volatility, and Higher Rates.

    Markets are being influenced by three powerful forces that traditional investment approaches weren't designed to handle. Learn how to turn today's perfect storm of AI speculation, persistent volatility, and higher-for-longer interest rates into strategic investment advantages.

    What Attendees Will Learn:

    • Separate AI reality from hype – Identify which AI narratives and investments have lasting value and which are speculative.

    • Build volatility-resistant portfolios – Learn why the traditional 60/40 portfolio is dead and discover new strategies to profit from (not just survive) market swings.

    • Master the higher-for-longer rate environment – Understand how elevated interest rates create both risks and opportunities in fixed income, and how to optimize your bond allocation for today's macro landscape.

    Bio

    Terri Spath, CFA, CFP®, is a renowned investment expert with more than a quarter-century of experience successfully navigating markets through booms, busts, and everything in between. Prior to founding Zuma Wealth, Terri earned top marks managing billions in assets at industry giants like Franklin Templeton and Mercer Advisors. She launched her career on Wall Street and at Fidelity Investments. Her expertise is rooted in a suite of credentials including an MBA from Columbia University, the CFA charter, and the CFP® certification.

    A regular guest on CNBC and Bloomberg TV, Terri is praised for making complex financial concepts simple. She was named a "Top 10 Inspiring Women of 2022" and shortlisted for the Women in Asset Management awards.

    Terri's fascination with investing was sparked at a young age when her father taught her about compound interest and she discovered she could make money in her sleep.

     

    To Register: https://us02web.zoom.us/webinar/register/WN_arkw7z8ZToaL9lujbtIaMg



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