General Topics

Where Did the Summer Go?

Where Did the Summer Go?

By Glen O'Connor End of Summer Reflections and Financial Readiness for Families As summer comes to a close and another school year begins, families are reminded how quickly time passes—and why it's important to prepare for the opportunities and expenses that lie...

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AI Spending Concerns Overshadow Earnings Strength

AI Spending Concerns Overshadow Earnings Strength

U.S. equity markets declined during the week as renewed concerns over AI-related spending overshadowed continued strength in second-quarter earnings and resilient economic data. While corporate earnings have generally exceeded expectations, investor focus shifted...

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Markets Retreat Despite Strong Fundamentals

Markets Retreat Despite Strong Fundamentals

U.S. equity markets declined during the week as a sharp selloff in semiconductor and AI-related stocks overshadowed encouraging inflation data, continued strength in energy prices and a solid start to second-quarter earnings season. Early results have been strong,...

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Softer Payrolls Fuel Equity Gains

Softer Payrolls Fuel Equity Gains

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...

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A Comprehensive Guide to Common Financial Scams

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...

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30 Years A CFP: The Evolution of Financial Planning

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,...

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Health Care Rallies as Investors Rotate Out of Tech

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...

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Markets Shake Off a Hawkish Fed

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...

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