G Squared Private Wealth

09/15/2026

September’s volatility has put investors’ ability to separate meaningful market signals from short-term noise to the test.

Our latest Market Brief explores the risks weighing on investors, the fundamentals still supporting equities, and why our near-term outlook has become more cautious while our long-term view remains optimistic.

Read the full brief here: https://gsquaredprivatewealth.com/september-brief-a-september-to-forget/

09/11/2026

Twenty-five years later, we remember the people who went to work, boarded flights, responded to calls and said goodbye to loved ones on what began as an ordinary Tuesday.

We honor the 2,977 lives lost that day. They were first responders, passengers, airline crew members and office workers, but first and foremost, they were loved ones.

Our thoughts remain with every family carrying that loss and with all whose lives were forever changed. We will always remember them.

09/08/2026

Labor Day may be over, but the history behind it is worth remembering.

From the first Labor Day parade in 1882 to the holiday’s federal recognition in 1894, its history reflects decades of organizing and advocacy by American workers seeking safer conditions, fairer hours and greater recognition.

Swipe through for a closer look at how Labor Day came to be and the movement behind it!

09/01/2026

A fraudulent request can feel surprisingly convincing when it includes familiar names, real details, and a reason to act quickly.

Social engineering works by establishing credibility and then introducing pressure or secrecy before you have time to question the request. Pausing to verify unusual requests through a trusted channel can help keep a convincing message from becoming a costly mistake.

Watch the clip here or visit our YouTube channel for the full video!

08/28/2026

In case you missed our stories on Wednesday, we celebrated National Dog Day with a very special office guest—Barb!

She spent the day meeting the team, practicing her handshake, enjoying an afternoon walk and finishing it all with a well-earned pup cup. Barb may be a little timid at first, but she’ll quickly steal your heart.

Think she could be your perfect companion? Meet Barb at Aggieland Humane Society!

08/21/2026

In a family business, personal relationships and professional responsibilities are often deeply intertwined.

In the last part of our Lessons from Landman series, we discuss how each family member’s role can shape what a fair transition looks like and why difficult conversations benefit from a thoughtful process.

Watch the full video here!

08/19/2026

A portfolio can look diversified on paper while still relying on many of the same companies and market themes.

In our August Market Brief, Victoria Greene examines the growing overlap among popular indexes, and why understanding what you truly own matters as the AI trade continues to drive markets higher. Read the full brief below!

Diversification is often touted as the backbone to any disciplined portfolio. We tend to view the basic principle as important but often inaccurately applied to portfolio management, as the point of diversification is to help you offset risk of loss.

08/12/2026

This Friday is National Financial Awareness Day, a timely reminder that financial awareness also means knowing where your important information is and keeping it organized.

We created this Digital Financial Organization Checklist to help you review accounts, documents, and emergency preparations, so your financial life is easier to manage and easier for others to navigate when help is needed.

Not sure where to start? We can help you take the first step!

08/05/2026

SpaceX’s first earnings report offered a closer look at the company’s AI investments, and what they could mean for the proposed Terafab facility in Grimes County.

Tanner Vroman joined KBTX to share his perspective on the report and what residents should be watching as plans develop.

Read the full story below!

SpaceX released its first earnings report as a public company, offering the clearest picture yet of where the company stands financially.

08/04/2026

Trump Accounts are beginning to enter the planning conversation, but what are they, and how do they work?

This new type of tax-advantaged IRA is designed to help eligible children begin investing early. The child owns the account, while an authorized adult manages it during the child’s minor years. At age 18, the rules and planning considerations begin to change.

Swipe through for an introduction to this new account opportunity. Our team is here to help families understand how Trump Accounts may fit within their broader financial strategy.