Linea’s Latest | January 2024

Set Intentions Instead of Resolutions

As we welcome the new year, many of us are used to setting resolutions—goals we strive to achieve with determination and often, pressure. But what if this year, we approached things a little differently? Instead of rigid resolutions, let’s focus on setting intentions.

Intentions are about cultivating a mindset, embracing progress over perfection, and allowing flexibility as life unfolds. They invite growth and alignment with our values, helping us stay connected to what truly matters, rather than ticking off a to-do list.

Here’s to a year of meaningful progress and positive change! 

We are looking for our next team member. Do you know anyone that is great with office administration, that might be looking for a change and would be a good fit with our team? Have them check out our LinkedIn post or reach out to Anne directly at anne.jacobs@lineawealth.com.

We had a number of questions regarding the significant sell-off we had on Monday in Artificial Intelligence (AI) related stocks. Much of the cause was attributed to a Chinese AI technology, formally known as “Deepseek” which is threating the dominance of the United States on the AI frontier. And, while this will raise some questions as to the future of AI superiority, we’d just remind clients that many of these stocks have had meteoric rises in the last 6-12 months, so some near-term weakness is not terribly surprising. Stocks go up and down, and often they go down a lot more quickly than most investors are comfortable with.  We got this note today from LPL’s Chief Equity Strategist, so we thought we’d share a few important points for those of you who had interest in the topic: 

Make sure you see the key financial data for this year to be on the right track.