Nick Hopwood, certified financial planner and founder at peak wealth, managing over 350m for high net worth individuals and small business owners. Schedule your second opinion at peakwm.com/gruber
1. US just hit 35 trillion in debt
2. We are seeing continued rotation out of tech and into small caps
3. PUBLIC SERVICE ANNOUNCEMENT: DOUBLE CHECK YOUR BENEFICIARIES. If you don’t have a named beneficiary your money will go to probate
4. Four questions to ask yourself if you are ready to retire
5. Market is fully pricing in a Fed rate cut in September.