Equities rebounded last week despite heightened volatility driven by inflation data and geopolitical headlines. Optimism improved late in the week as easing geopolitical tensions in the Middle East and progress toward a potential U.S.-Iran agreement helped offset...
By Michael Samford On May 10, 1869, at Promontory Summit, Utah, two locomotives faced one another across a strip of raw earth. A telegraph operator tapped out a single word to a waiting country: “DONE”. The first transcontinental railroad did not merely shorten a...
Equities pulled back from recent highs last week, as a sharp drop in technology names weighed on the broader market. Value stocks comfortably outperformed growth stocks across the board, widening the year-to-date lead of large-cap and mid-cap value over their growth...
By Justin Morgan With Memorial Day now behind us and the unofficial start of summer underway, it’s a natural time to pause, recharge, and … … take stock of where your financial plan stands halfway through the year. OK, not exactly fodder for an opening line from...
By John Deglow After twenty-five years in financial planning, one pattern stands out to me which often surprises others. That is, the clients who worry most about having enough money for retirement are often the ones who have the most. Some of the most anxious people...
By Mike Samford More than 150,000 people leaned toward the track as Golden Tempo came charging through the final stretch. Hats tilted, phones raised, strangers formed a phalanx of cheers. In the grandstand, in the boxes, and along the rail every eye seemed fixed on...
By Andrew Mason A few years ago, I wrote a blog about Financial Abstraction—the idea that as money becomes less tangible, our behaviors around that money change in ways we usually don’t notice. When a purchase is a tap of a card or a click away, the psychological...
By Billy Lanter March is one of my favorite times of the year. It marks the official start of Spring, the end of daylight savings and one of sports’ greatest events: March Madness! Every March, millions of people fill out a bracket (or two….or three), looking for...
By Michael Samford Commerce is ritual in the Bluegrass region of Kentucky. At Keeneland, the unique blend of rich damp earth, leather, coffee and clipped hay wrap around the barns and through boulevards of white-planked fences. In the sales pavilion, seats are filled...
By Angela Coleman As we begin a new year, January offers a natural opportunity to pause, reflect and refocus. At American Trust Wealth, we view this time not as a moment for quick resolutions, but as a chance to thoughtfully assess where you are and ensure your...