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...
General Topics
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...
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,...
Renewed Geopolitical Tensions Raise Concerns Over Inflation
U.S. equity markets turned in a mixed but ultimately resilient performance during a volatile week as renewed geopolitical tensions between the U.S. and Iran drove sharp swings in oil prices, Treasury yields and semiconductor stocks. The S&P 500 gained 1.26% while...
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...
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...






