American Trust Wealth

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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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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Equity Markets Were Mixed as Inflation Enters Center Stage

Equity Markets Were Mixed as Inflation Enters Center Stage

U.S. equity markets finished higher for the week, though the gains masked a considerably weaker showing beneath the surface. The S&P 500 and DJIA each rose 0.5%, while the Nasdaq Composite gained 0.8%, with strength concentrated almost entirely in mega-cap growth...

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Wealth Is Bigger Than the Balance Sheet

Wealth Is Bigger Than the Balance Sheet

By Michael Samford In 1968, Apollo 8 became the first crewed spacecraft to orbit the moon. The mission is remembered for a photograph of our blue planet suspended above the lunar horizon: Earthrise. From 240,000 miles away borders disappeared. Those astronauts saw not...

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Bond Market Jitters Send Equities Lower

Bond Market Jitters Send Equities Lower

U.S. equity markets declined during the week as a sharp pullback across semiconductor and momentum stocks, combined with rising oil prices and elevated Treasury yields, weighed on investor sentiment. The S&P 500 fell 1.4%, while the Nasdaq Composite declined 2.1%...

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