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Markets have an uncanny knack for creating conditions so alluring that investors are often forced to re-learn lessons from the past. Even though the lexicon is littered with various reminders that “those who cannot remember the past are condemned to repeat it”, markets constantly remind us that long-standing behaviors are truly tough to change. The travails of Situational Awareness, the firm founded by Leopold Aschenbrenner that was forced to liquidate a majority of its book last week to Citadel, only serve as the most recent reminder.
Markets move every day, but your financial plan is built for more than headlines. Today’s developments may influence short-term sentiment, yet your strategy is designed to align with long-term goals, risk tolerance, and time horizon.

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Investment advice is offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, LLC, a Registered Investment Adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training.
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