Nicholson Wealth Management Group

09/01/2026

From data centers to the global economy, AI seems to be everywhere these days—even if we’d rather be talking about football season in Charleston. 😄🏈 Innovation is exciting, but staying diversified and focused on the long term still matters.

Growth is holding up despite renewed tensions over trade, geopolitics and bond markets, though the AI boom’s outsize role is a growing concern.

08/27/2026

So far, hurricane season has been pretty polite to Charleston. Let’s hope it stays that way! 🤞🌀 But preparedness beats prediction. Now is a good time to review flood coverage—before Jim Cantore comes to town. 😄

Flood insurance may not be top of mind during a quiet hurricane season—but recent storms are a reminder that flood risk doesn’t stop at the coast.

08/25/2026

Charleston is officially back to school—and back to traffic. 😄🎒 Between the carpools and packed calendars, it’s worth remembering the advice we give our kids: stay curious, be kind, ask for help and keep learning. Adults included!

The advice we give our kids every August is timeless leadership wisdom. Be curious. Ask for help. Learn from mistakes. Here's why leaders need to take their own advice.

08/20/2026

We teach kids plenty of equations, but not always how to invest for their future. 📚 Starting early—even with a little—can make a big difference. Financial education may be one of the most valuable lessons we can pass along.

Kristen Bitterly, head of global Wealth at Work at Citi, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss retirement and how some become indifferent to planning.

08/18/2026

Retirement should mean worrying less—not finding five new things to worry about. 😄 You can’t control every headline, but you can prepare for Social Security, healthcare, inflation and the unexpected. That’s what good planning is for.

The new Retirement Fear Index can help financial advisors better understand economic and news-driven fears that affect client behavior, its creator says.

08/13/2026

Markets have given investors a strong run, but approaching retirement changes the conversation. It’s less about chasing the next gain and more about protecting what you’ve built while keeping enough growth for the years ahead. 📊

08/11/2026

Nothing brings Americans together quite like figuring out how to maximize a $10 credit. 😂☕ The Paze craze is a fun reminder: enjoy the perks, read the fine print, and don’t let “free” convince you to spend more.

Paze’s new cashback promo has turned into a full-on “free money” hunt, with savvy shoppers racing to squeeze the most out of its $10-back offer before it ends in September.

08/06/2026

The hardest decisions aren't always the most urgent—they're often the ones with the biggest long-term impact. That's true in business, family, and financial planning. Make decisions your future self will appreciate.

When everything feels urgent, the hardest part isn’t doing more—it’s knowing what to focus on.

08/04/2026

The market has survived wars, elections, hurricanes, and yes... Charleston traffic on Folly Road. 😄 Long-term success comes from staying invested, not chasing headlines. 🌴📈

Yardeni Research President Edward Yardeni discusses inflation concerns, market optimism, a strong earnings season and personal retirement planning.

07/30/2026

Living on the coast teaches you not to overreact to every weather forecast. Investing is much the same. Markets and interest rates will change, but a thoughtful long-term plan is built to weather different seasons. 🌴⚓📈

A selloff in government bonds has pushed the 10-year Treasury yield close to its 2026 high.