Warren Street Wealth Advisors

09/25/2026

Health insurance open enrollment season is around the corner! 🍂 Picking the right plan goes beyond just comparing monthly premiums.

Here are key factors to consider when evaluating your options:
- Deductibles & copays
- Out-of-pocket maximums
- Provider networks & prescription drug coverage
- HSA eligibility and 2026 contribution limits ($4,400 for individual / $8,750 for family)

Take time to review your options so your coverage aligns with your budget and financial goals. Check out our latest blog post for a complete guide!

https://warrenstreetwealth.com/navigating-health-insurance-enrollment-season/?utm_source=facebook&utm_medium=organic&utm_campaign=health-insurance-open-enrollment-2026

As health insurance open enrollment season arrives, reviewing your options is key to making sound financial and healthcare decisions. Learn what factors to evaluate beyond monthly premiums—such as deductibles, out-of-pocket maximums, HSA contribution limits, and special enrollment rules—to selec...

09/16/2026

📈 10-Year US Treasury yields have officially breached 5%—their highest level in nearly two decades. What’s behind the move, and what does this mean for your portfolio?

In our latest blog post, we break down the key drivers behind the recent surge in yields and unpack what investors need to know:

🏛️ Fed Credibility & Policy Path: How central bank messaging is shaping rate expectations.
💳 Fiscal Debt & Deficits: How growing national debt matters—and where market expectations deserve some additional thought.
🚀 Strong Real Economic Growth: How robust GDP and corporate earnings continue to support higher rates.
📊 Stock & Bond Market Impact: Why stocks have held resilient and the excitement of being a bond investor based on today's attractive yields.

👉 Read the full breakdown here to learn more about recent market moves and portfolio considerations for these changing market dynamics.
https://warrenstreetwealth.com/5-and-counting-is-the-us-treasury-back/?utm_source=facebook&utm_medium=organic&utm_campaign=us-treasury-market

With 10-Year US Treasury yields breaching 5%, explore the key economic drivers behind the surge and what higher interest rates mean for stocks and bond portfolios.

08/13/2026

Looking back at our morning volunteering with Mary’s Kitchen two weeks ago! 💛 A huge thank you for having the Warren Street Team—we loved lending a hand and supporting the amazing work you do for our community every day. Can’t wait to come back and serve again soon! 🙌✨

07/30/2026

Big tech is taking a back seat, but the AI story isn't over—it moved! 🌐⚡

In the first half of 2026, small caps (+18.8%) and emerging markets (+16.3%) significantly outperformed the S&P 500 (+8.9%), while the Magnificent Seven basket lagged (down 6.9%). The momentum has shifted toward the real drivers of the AI buildout: memory chips, data centers, and power.

But with higher inflation, a firm Federal Reserve, and a vulnerable AI ecosystem, how do you thoughtfully allocate portfolios to capture growth while managing risk?

👉 Tap the link below to read our 2026 Midyear Market Check-In and see how we’re navigating the next chapter of the market cycle!

https://warrenstreetwealth.com/beyond-the-magnificent-seven-a-2026-midyear-check-in/?utm_source=facebook&utm_medium=organic&utm_campaign=2026-mid-year-market-update

The AI rally has packed its bags: mega-cap tech has stalled while small caps and emerging markets lead 2026 gains. From chip supply chains and rising corporate debt to Federal Reserve policy shifts under Chair Kevin Warsh, we analyze where market risks are building and how we're positioning portfoli...

07/21/2026

We are thrilled to announce that the Warren Street team is growing! Please join us in officially welcoming our new Lead Advisor, Victor Campos, CPA, CFP®! 🚀

Victor brings a unique and powerful combination of credentials to our clients. Holding both his Certified Public Accountant (CPA) license and Certified Financial Planner™ (CFP®) designation, Victor specializes in bridging the gap between tax efficiency and comprehensive wealth management. 📊✨

In our latest blog post, we sit down with Victor to discuss his client-first philosophy, his background in tax-smart financial planning, and how he helps clients look at the absolute "big picture" of their wealth.

👉 Click the link to read the full interview and get to know Victor: https://warrenstreetwealth.com/meet-the-team-victor-campos-cpa-cfp/?utm_source=facebook&utm_medium=organic&utm_campaign=meet-victor-campos

Get to know Victor Campos, the newest Lead Advisor at Warren Street. Victor utilizes his extensive background as both a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) to deliver holistic financial strategies for our clients. Check out the full interview to discover how ...

06/11/2026

SpaceX. Anthropic. OpenAI. Three of the biggest private companies in history are preparing to go public, targeting a combined raise of nearly $200 billion. But before you get swept up in the IPO mania, it’s time to look past the headlines.

In our latest commentary, Senior Portfolio Manager Phillip Law, CFA breaks down what this massive wave of tech and AI offerings means for your portfolio.

Key insights include:

- The Valuation Reality: VCs and private insiders have already captured trillions in value—are public retail investors just buying at the peak?
- The Index Dilemma: Why major index providers bending their rules to fast-track unprofitable mega-IPOs could quietly degrade the quality of your passive index funds.
- Our Approach: Why we are relying on quality-factored exposure to keep investments grounded in fundamentals while the narratives run wild.

Don’t let market enthusiasm override discipline. Read the full analysis for general informational purposes on the blog now. 👇

🔗 https://warrenstreetwealth.com/ipo-mania-what-the-rocket-ships-chatbots-and-rule-changes-mean-for-your-portfolio/?utm_source=facebook&utm_medium=organic&utm_campaign=ipo

06/05/2026

The Warren Street team is growing! 🚀 We are thrilled to introduce Jennifer Horner, our new Operations & Compliance Associate.

In the financial services industry, seamless account transactions and robust regulatory compliance are the backbone of a great client experience. In our latest blog post, Jennifer shares how she will be supporting our daily brokerage operations, keeping client data secure, and ensuring our wealth management firm maintains the highest standards of integrity.

Get to know Jennifer, her professional background, and a few incredibly unique fun facts (hint: 🏗️ and 🏊‍♀️) in the full interview!

👉 Read the blog here: https://warrenstreetwealth.com/meet-jennifer-horner-operations-compliance-associate/?utm_source=facebook&utm_medium=organic&utm_campaign=meet-jen-horner

04/28/2026

Join us in welcoming the newest member of the Warren Street team, Onboarding Coordinator Isaiah Knox! 👋

In this special Q&A, learn how Isaiah ensures a seamless, supportive, and high-quality onboarding experience for every new client. His dedication to a client-first approach helps set the stage for successful, long-term relationships with our firm.

Read to learn about Isaiah's role, what motivates him, and his favorite activities outside of work: https://warrenstreetwealth.com/meet-isaiah-knox-onboarding-coordinator/?utm_source=facebook&utm_medium=organic&utm_campaign=meet-isaiah-knox

04/27/2026

t’s a confusing time for investors. We’re seeing images of tankers stranded at sea and hearing about supply shortfalls, yet the stock market remains resilient. Is this "irrational optimism," or is there something more at play?

Our Investment Team just released our April update, "On the War in Iran: Do Markets Not Care, and What’s Next?" We break down the real-world limits facing both governments and what it means for your money.

We’re answering the big questions:
✅ Why aren't markets panicking about the Strait of Hormuz?
✅ What does the "maximum pressure" playbook tell us about a potential deal?
✅ How are we adjusting portfolios to handle this "new map" of global trade?

The right posture right now might seem "boring," but as we like to say: boring is usually correct. Get the full analysis here:
https://warrenstreetwealth.com/on-the-war-in-iran-do-markets-not-care-and-whats-next/?utm_source=linktree&utm_medium=organic&utm_campaign=iran-war-market-update

03/20/2026

Awareness is the first step, but action is what transforms your future. In Part 2 of our series, we share how to flip the script on the habits holding you back:

- Stop the Comparison: How to break the "Money Status" impulse.
- End the Avoidance: A 15-minute habit to conquer financial anxiety.
- Balance the Vigilance: Learning to enjoy your wealth without the guilt.

Don't let an old script run your life. Take control and build a relationship with money that actually serves you.

👉 Read Part 2 here: https://warrenstreetwealth.com/money-scripts-part-2-how-to-manage-the-script/?utm_source=facebook&utm_medium=organic&utm_campaign=money-script-2

You’ve identified your money script—now what? In Part 2 of our series, we share expert strategies for "flipping the script." From setting boundaries on status-driven spending to overcoming the paralysis of money avoidance, learn how to build a healthier, more balanced relationship with your fina...