By Angela Coleman As we begin a new year, January offers a natural opportunity to pause, reflect and refocus. At American Trust Wealth, we view this time not as a moment for quick resolutions, but as a chance to thoughtfully assess where you are and ensure your...
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened geopolitical tensions as most major indices closed at record highs. With an estimated 8.3% growth rate for Q4 2025, the S&P 500 is on track to...
By Patrick Meyer Some days it feels like there are only two kinds of people in the world: those already taking Required Minimum Distributions—and those who will be before they know it. Here at American Trust Wealth, we are winding down Required Minimum Distribution...
At American Trust Wealth, we believe financial confidence comes from more than numbers alone. It’s rooted in the mindset you bring to your goals, your relationships, and the way you move through everyday life. November brings crisp mornings, falling leaves, and...
At American Trust Wealth, we believe the path to financial confidence begins early. One of the most valuable lessons you can teach your children is how to build and maintain good credit. Establishing healthy credit habits when they’re young can set them up for...
At American Trust Wealth, our commitment goes beyond managing wealth — we also work to help preserve your family’s long-term financial security. That means staying ahead of emerging threats and hidden financial risks like minor identity theft. It may come as a...
By Andrew Mason, CFP®, AIF® When families come to us at American Trust Wealth, they are often thinking about retirement, building wealth or leaving a legacy. Our individual investor services cover everything from retirement planning to investment management,...
When markets suddenly lurch lower, the flicker of red on a screen is more than a financial read-out. It is an emotional siren. Prospect theory, the landmark work of Daniel Kahneman and Amos Tversky, explains the first half of that reaction. We anchor every outcome to...
As we celebrate National Financial Freedom Day on July 1, we at American Trust Wealth invite you to pause and reflect. This is a moment to consider not only the concept of financial independence but also your personal progress toward achieving it. At its core,...
At the end of Lin-Manuel Miranda’s hit musical Hamilton, the final song asks a question that lingers long after the curtain falls: “Who lives, who dies, who tells your story?” After two and a half hours chronicling ambition, revolution, sacrifice, and achievement, the...