Ladies, how many times have you heard someone talk about the economy, inflation, or the stock market and felt completely lost? 🙋🏽‍♀️ The truth is, the foundation of investing is understanding the economy. That’s why we’re breaking it all down in a way that’s actually easy to understand no confusing terminology, no finance degree required, and no feeling intimidated to ask questions. 📈 Learn what the data means💰 Understand how it impacts your money🧠 Build confidence in your financial decisions Because financial education shouldn’t be reserved for Wall Street it should be accessible to everyone. 📈 Before we talk portfolios, we need to understand the economy. You’ll find all the beginner-friendly lessons under Classroom → Market Talks. No fancy terminology—just simple explanations to help you build a strong foundation before we start constructing portfolios together.

Hi ladies! To make our market education more accessible for everyone, I’ll be transitioning our Market Talks to pre recorded sessions that will be posted in the Classroom > Market Talks section. I know many of us have busy schedules, family responsibilities, work commitments, and other things going on, making it difficult to attend LIVE Zoom calls. Our goal is to ensure everyone has the opportunity to learn, grow, and gain value on their own time. I’ll also be breaking this topic down into two parts so we can take a deeper dive into how markets are evolving and what that means for investors. 🎥 Today’s Lesson: What Goes Up When Everything Falls? We’ll cover: • The Modern Portfolio Theory (MPT) and the traditional 60/40 portfolio promise - Why the bond market breakdown changed everything and how stock/bond correlations flipped positive - Gold’s changing role in portfolios and why it has recently been rising alongside stocks instead of acting as a hedge As the financial landscape continues to shift, many of the old investing rules are being challenged. We’ll discuss how to think about building portfolios for the future and positioning for tomorrow’s opportunities. Be sure to check the Classroom > Market Talks section for today’s recording, and feel free to post your questions and insights in the community. Excited to continue learning and growing with all of you! 💜

Lets talk Friday's Market Crash, CPI & SpaceX IPO this Friday

Hi ladies, hope you all enjoyed yesterday Zoom call. As a follow up, I wanted to share this information. There is A LOT of HYPE around the upcoming SpaceX IPO… but I am here to tell you that following the hype can actually cost you money. I pulled the data on 8 of the most hyped IPOs from the last 5 years — Snowflake, Airbnb, DoorDash, Rivian, Robinhood, Arm, Instacart, and Reddit. Every single one of them had a better entry point after Day 1.EVERY SINGLE ONE OF THEM: The pattern is always the same, the hype drives the price up on Day 1, retail investors pile in, and then the price drops. Sometimes by 20%. Sometimes by 90%. But it drops. SpaceX is going public at 94 times its revenue and posted a nearly $5 billion loss last year. The excitement is real. The valuation is a lot. This is not me telling you to sit out. But that Day 1 FOMO is not a strategy — and the data backs that up. Do your research. Know what you’re buying and why. And if you have questions bring them to our next call — this is exactly what we’re here for💸

Great session tonight as we broke down the company ecosystems behind some of the most anticipated IPO opportunities and, more importantly, how to gain broad exposure without trying to pick 20 different winners. Attached are some of the slides from today’s call, including: ✅ Ecosystem breakdowns ✅ Key companies driving growth ✅ ETF strategies for simplified exposure ✅ How to position yourself before potential IPO events Remember, the 4th ETF we discussed was VTI, which we view as the simplest way to gain direct exposure to SpaceX after a future IPO. If you attended our in-person event, this is one you should already be familiar with. Our philosophy remains the same: Less complexity. More conviction. You don’t need 20 positions to participate in major trends. Thank you all for showing up, asking great questions, and being part of this community. More deep dives and ecosystem breakdowns coming soon. 🚀 Educational purposes only. Nothing discussed is financial advice. Always do your own research.