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Forty Wealth-Forty W Advisors

Personal Wealth Management. We are passionate about helping busy professionals and their families focus on what matters most to them.

07/22/2025

In our last blog, we broke down what AI is, its significant impact on markets today, and how it’s evolving. We also emphasized the importance of cutting through short-term hype and focusing instead on long-term, value-driven investment opportunities.

In this follow-up, we’re taking a closer look at the industries and sectors that could benefit most from AI, both directly and indirectly. We’ll also explore how AI trends are manifesting in both the public and private markets and what it means for investors. This edition covers:

The Obvious AI Plays in Tech
Beyond the Tech Industry
AI in Public Markets
AI in Private Markets

Read the blog here: https://fortywadvisors.com/blog/the-ai-revolution-how-ai-is-showing-up-in-markets-and-portfolios-part-2

07/18/2025

Artificial Intelligence (AI) is no longer a futuristic concept. It is a powerful technology actively reshaping the global economy. By taking on both repetitive tasks and advanced analytical work, AI is helping companies improve efficiency and gain a competitive edge. It’s essential for investors to stay well-informed about AI and the impact it can have on markets, the economy, and their investment strategies.

Read our first of a three-part series on AI’s growing role in markets and the economy where we’ll explore:

What is AI?
How AI is advancing so quickly
How AI is reshaping industries
Balancing AI hype and value-conscious investing
What comes next?

https://fortywadvisors.com/blog/the-ai-revolution-what-every-investor-should-know-part-1

07/12/2025

The One Big Beautiful Bill Act signed July 4, 2025, delivers America's largest tax cut in history. Permanent tax cuts, new deductions for tips and overtime, enhanced business benefits, and $10,900 in annual savings for typical families. For a complete guide to all tax changes and how they may affect you, read our latest article here:

https://fortywadvisors.com/planning-insights/the-one-big-beautiful-bill-tax-guide

06/04/2024

Many of the people we work with have significant exposure to real estate. When it comes to creating a coordinated wealth accumulation, tax and estate plan DSTs are one of many tools that we evaluate and consider. If you think a DST could be a useful strategy for your situation, then we invite you to connect with us so we can answer your questions.

Read More:
https://fortywadvisors.com/planning-insights/delaware-statutory-trustsdsts-6-tax-and-estate-planning-benefits-for-real-estate-investors

05/22/2024

Last week, the Social Security Trustees published their annual report, projecting the program’s financial status for the next 75 years.
Recent projections show that Social Security is approaching insolvency, highlighting the need for immediate reforms.

Read More:
https://fortywadvisors.com/planning-insights/2024-update-on-social-security

04/30/2024

Qualified retirements plans are a great way to save for the future and receive a current year tax deduction. However, independent contractors with no employees, are in a much more favorable position to maximize tax benefits without having to factor in the cost for employees.

READ MORE:
https://fortywadvisors.com/planning-insights/savvy-retirement-and-tax-planning-for-independent-contractors

04/23/2024

S&P 500 earnings for 1Q24 just recently kicked off with reports from the major financial firms. In this weekly, we provide an overview of what investors could expect over the next few (busy) weeks for earnings.

KEY TAKEAWAYS:

- Still early in 1Q24 earnings season; 14% of S&P 500 companies have reported results.
- Financials see net interest income lower but cite increase in investment banking revenues.
- Electric utilities expected to report the largest earnings growth of all 11 sectors.
- Five “magnificent seven” components to be largest contributors to year-over-year earnings growth.
- A stronger U.S. Dollar may put downward pressure on multinational firms

Read More:
https://fortywadvisors.com/blog/diving-into-1q24-earnings-season

04/17/2024

Last week, investors absorbed hotter-than-expected inflation data on both a month-over-month and year-over-year basis. The elevated inflation readings further call into question if the Fed will be able to cut rates anytime soon.

KEY TAKEAWAYS:
- Inflationary pressures remain elevated.
- Service prices contributing the most to headline gains.
- Fed walking a fine line by getting dovish too soon and reigniting inflation.
- Rate cut expectations slashed from six to three since beginning of year.
- Rates to stay higher for longer amid increased pressures.

READ MORE:
https://fortywadvisors.com/blog/fed-walking-a-fine-line-as-inflation-remains-stubborn

04/09/2024

In April 2020, the U.S. economy exited a short but painful recession due to the COVID lockdown. After four years, the question is where are we in the economic cycle? When can the Fed cut rates?

KEY TAKEAWAYS:
- Four years since economic expansion started.
- GDP still strong; expansion intact…for now.
- Interest rate are not as tight as past cycles.
- Labor market makes the Fed’s job difficult.
- Mixed economic data but risks remain.

READ MORE:
https://fortywadvisors.com/blog/four-years-in-economic-expansion-hanging-by-a-thread

04/05/2024

Last week we finished what turned out to be a stellar quarter for equity investors. The S&P 500 made 22 fresh new record highs in the first quarter alone. The U.S. was not alone in the robust rally.

KEY TAKEAWAYS:

- Several global equity indices make record highs in 1Q24.
- Federal Reserve hints at rate cuts but timing uncertain.
- Growth stocks continue to boost equities higher.
- Bonds were relatively flat to start the year.
- Geopolitical tensions keep commodities supported.

READ MORE:
https://fortywadvisors.com/blog/1q24-market-review-a-quarter-of-fresh-record-highs

03/26/2024

Last week, central banks responsible for setting policy on six of the ten most-traded currencies met to decide the path forward for nearly half of the global economy.
This week, we review the busy week for monetary policy decisions and what it means for markets going forward.

KEY TAKEAWAYS:
- More than twenty central banks held policy decision meetings last week.
- Bank of Japan puts an end to negative interest rate regime.
- Federal Reserve keeps rates unchanged, pencils in three cuts for 2024.
- Bank of England moves forward with a dovish pause.
- Swiss National Bank becomes first major central bank to cut interest rates.

Read More: https://fortywadvisors.com/blog/central-bank-wrap-up-weekly-insights-3252024

03/21/2024

Last week, President Biden released his $7.3 trillion budget proposal for the fiscal year 2025 which outlined his spending and revenue plans. President Biden aims to reduce the deficit by $3 trillion over the next 10 years and increase spending on programs to assist lower income earners cope with inflation. The budget outlines plans to increase the corporate income tax rate to 28% (from 21%) and establishes a 25% income tax rate for those with wealth of at least $100 million. It is important to understand the process to finalize a government budget of this magnitude, as we are likely months away from seeing any concrete decisions made. In this weekly, we aim to outline the budget process and provide an overview of President Biden’s spending plans (as is) and their potential implications for the economy.

READ MORE: https://fortywadvisors.com/blog/bidens-2025-budget-propsal-weekly-insights-3182024

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http://FortyWadvisors.com/

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