WEALTH INSIGHTS

AI Adoption Is Driving a New Era of Cybersecurity Demand Cybersecurity continues to stand out as one of the most compelling areas within technology, particularly as the rapid adoption of AI creates both new opportunities and new vulnerabilities for businesses. As companies deploy AI agents, expand cloud infrastructure, and connect more systems and data, the […]

Having a plan for when a disaster strikes your home can greatly impact your family’s safety. However, creating a plan for a natural disaster can be challenging due to the multiple steps involved. In this guide, we will outline the steps to prepare for a potential natural disaster. 01 | Create a Family Emergency Plan […]

1. Economic Data Paints a Resilient Picture Last week, markets continued to grind higher, with the S&P 500, Nasdaq, and Dow Jones Industrial Average gaining 0.50%, 0.85%, and 0.55%, respectively. The economic calendar was busy, with data providing a mixed but generally constructive picture of the U.S. economy. The latest PCE report showed headline inflation […]

Treasury Increases Buybacks Just two weeks after announcing its buyback calendar at the quarterly August refunding, the US Treasury surprised markets by announcing it would at least double the size of its liquidity support buybacks for longer-dated Treasuries. Beginning September 9, Treasury will increase the maximum size from $2 billion per operation to at least […]

Learning how to save money is a crucial skill for achieving financial success. It is best to instill this habit from an early age, so parents should start teaching their children about saving money as early as possible. These lessons should be taught frequently and adjusted as the child grows and acquires more responsibilities. Although […]

1. Rising Yields Create a New Source of Market Volatility Equity markets pulled back last week as investors weighed higher bond yields, rising oil prices, and renewed geopolitical uncertainty surrounding Iran. The Nasdaq, S&P 500, and Dow Jones Industrial Average declined 2.02%, 1.39%, and 0.78%, respectively. The 10-year Treasury yield climbed to 4.73%, its highest […]

Retail Sales Headline Masks Continued Consumer Strength Recent headlines announced July retail sales falling -0.6% month over month, missing as estimates forecasted growth to be +0.1% for the month. However, this headline figure does not fully reflect the current condition of the consumer. The largest contributor to the drag in July came from non-store retailers, […]

1. Economic Growth and AI Demand Remain Firm The U.S. economy continues to chug along, with the Atlanta Fed GDPNow tracker currently running at 4.3%, a meaningful acceleration from the 1.5% growth rate recorded last quarter. The improvement reflects continued strength across the economy, with the ongoing AI investment cycle serving as an increasingly important […]

A guide to important financial terms for everyone to know 401(k) Plan: An employer-sponsored retirement savings plan in which an employee contributes part of their pay toward retirement. 403(B) Plan: A type of tax-deferred retirement savings plan for employees of public schools, certain non-profits, and some members of the clergy. 529 Plan: A tax-advantaged savings […]