U.S. large-cap stocks gained 1.8% during the holiday-shortened week. Sentiment was supported by a softer June employment report, reducing concerns that the Federal Reserve would need to raise rates in the near term. Growth generally led value, and larger companies...
General Topics
A Comprehensive Guide to Common Financial Scams
In today’s digital landscape, financial scams are becoming more sophisticated and harder to detect. At American Trust Wealth, we’re dedicated to helping you protect your financial security and stay informed. 11 Types of Financial Scams Phishing AttacksPhishing is a...
30 Years A CFP: The Evolution of Financial Planning
By Patrick Meyer Reminisce with me for a moment. It was the middle of July 1996. I was holed up in Baltimore taking the 10-hour Certified Financial Planner exam. Hurricane Bertha was raging outside as it moved up the coast from North Carolina. At 4 p.m. on Saturday,...
Health Care Rallies as Investors Rotate Out of Tech
U.S. large-cap stocks declined last week, weighed down by sharp losses in technology and communication services, even as mid- and small-cap stocks posted gains. Value continued to outperform growth across all size segments, extending a lead that has defined markets...
Markets Shake Off a Hawkish Fed
Equity markets advanced last week as easing tensions in the Middle East and falling oil prices offset a hawkish shift from the Federal Reserve. Small-cap stocks continued their recent momentum, outpacing large- and mid-caps. Growth stocks generally outperformed value...
Markets Rebound as Geopolitical Relief Outweighs Inflation Fears
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...
A Share of the Sky
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...
Markets Pull Back Despite Economic Resilience
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...
The Summer Planning Advantage: Five Areas Worth Reviewing Now
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...
Markets Shrug off Inflation, Push to New Highs
Equity indices continued to notch new highs last week, buoyed by optimism over a prospective Iran-U.S. peace agreement, falling oil prices and sustained AI momentum. Growth stocks continued to lead value stocks, narrowing the year-to-date value outperformance across...