General Topics

What Do I Want My Wealth to Accomplish for Me?

What Do I Want My Wealth to Accomplish for Me?

By Elizabeth Brown As a young wealth advisor, I’ve spent the last five years at American Trust Wealth building a career in financial planning and learning how to provide a valuable, long-term service to my clients. One goal I’ve been working toward over the last year...

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Markets Weigh Inflation and AI Risks

Markets Weigh Inflation and AI Risks

Stocks declined last week as a technology-led selloff weighed on major U.S. indexes, with concerns about elevated valuations and the financing of artificial intelligence infrastructure contributing to investor caution. The S&P 500 fell 1.94%, the S&P MidCap...

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Stocks Climb as Bond Yields Ease

Stocks Climb as Bond Yields Ease

Stocks advanced last week, led by large-cap companies, while smaller stocks struggled. The S&P 500 rose 1.17%, supported by strength in defensive sectors such as consumer staples and utilities, as investors favored companies with more resilient demand. Energy and...

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The Plan Behind the Portfolio

The Plan Behind the Portfolio

By Mero Capo In 1970, when an oxygen tank ruptured aboard Apollo 13, NASA flight director Gene Kranz and his team in Houston didn't improvise from scratch. They fell back on something they had already built: a plan. Not a prediction of what would happen, but a...

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Stocks Shrug Off Multi-Year High in Yields

Stocks Shrug Off Multi-Year High in Yields

Stocks looked past a surge in Treasury yields to multi-year highs last week, with large-cap growth leading the market higher. Gains were concentrated in large caps, as mid caps finished flat and small caps slipped. Growth beat value across all three size segments,...

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Stocks Narrowly Slip as the 10-Year Tops 5%

Stocks Narrowly Slip as the 10-Year Tops 5%

US equities were choppy last week. AI-related stocks sold off early after several prominent industry executives called for a slowdown in development over safety concerns, before recovering to trade higher by Friday. Stocks also dropped sharply following the Federal...

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AI, Risk, and Our Responsibility to Clients

AI, Risk, and Our Responsibility to Clients

By Mike Samford The concerns deserve serious attention We see the headlines, and we share the concerns behind them. Recent AI disclosures raise legitimate questions about control, cybersecurity, and the resilience of systems on which businesses, financial markets, and...

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Stocks Move Lower as the 10-Year Treasury Nears 5%

Stocks Move Lower as the 10-Year Treasury Nears 5%

U.S. stocks finished the week lower despite a strong end-of-week rebound fueled by Friday's inflation report, which came in high but in line with expectations. Large- and small-cap value stocks returned to favor, extending their year-to-date outperformance versus...

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Markets Flat as Strong Jobs Data Overshadows Iran Tensions

Markets Flat as Strong Jobs Data Overshadows Iran Tensions

U.S. stocks finished the week roughly flat as investors weighed escalating U.S.-Iran tensions, stronger-than-expected job data, and shifting Federal Reserve policy expectations. Size and style trends were mixed: most major indices inched higher, with large-cap growth...

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