2023 Year End Axos Statement

This is a great time to be a long-term investor, but if you are looking short-term, 2023 might have been a difficult year for you!

Investments, by and large, ended the year with gains. The majority of these gains happened quickly, and came from a few investments. Artificial Intelligence sent the shares of a few huge technology companies in the USA soaring; the Magnificent Seven are Nvidia, Microsoft, Alphabet, Meta, Tesla, Amazon and Apple.

For a recap of 2023 and our thoughts about the future, please join us on February 7th at 11:30 MST for a live 2023 Investment Year in Review. We will be in-person and simulcasting on Zoom. Feel free to invite a friend!

To register, choose the method most easy for you:

• Website: www.assetsandincome.com/events
• Live chat with our team: www.assetsandincome.com then click “Chat” bottom right
• Email: clientcare@assetsandincome.com
• Phone: 303.690.5070

Your financial planner would love to talk with you about your unique situation, your goals for next year, and more. We appreciate the confidence you place in us and our team!