​​​​​*** UPCOMING EVENTS ***​​

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

Speaker: Terri Spath, CFA, CFP®, Zuma Wealth Management
When: Tuesday, June 16, 2026, at 7:00 PM CT / 8:00 PM ET
Format: Online only
Register: https://us02web.zoom.us/webinar/register/WN_arkw7z8ZToaL9lujbtIaMg

Markets are being influenced by three powerful forces that traditional investment approaches were not designed to handle: AI speculation, persistent volatility, and higher-for-longer interest rates. In this presentation, Terri Spath will discuss how investors can turn today’s “perfect storm” into strategic investment opportunities.

What Attendees Will Learn

• Separate AI reality from hype: Identify which AI narratives and investments may have lasting value and which may be speculative.

• Build volatility-resistant portfolios: Learn why the traditional 60/40 portfolio may no longer be enough and explore 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 bond allocation for today’s macro landscape.

Speaker Bio

Terri Spath, CFA, CFP®, is a renowned investment expert with more than a quarter-century of experience navigating markets through booms, busts, and everything in between. Prior to founding Zuma Wealth, Terri managed billions in assets at Franklin Templeton and Mercer Advisors. She launched her career on Wall Street and at Fidelity Investments.

Her expertise is supported by an MBA from Columbia University, the CFA charter, and the CFP® certification. A regular guest on CNBC and Bloomberg TV, Terri is known for making complex financial concepts simple. She was named one of the “Top 10 Inspiring Women of 2022” and was shortlisted for the Women in Asset Management awards.

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