WealthTrust Advisors

09/03/2026

Layoff fears fade, luxury tax scandal, Apple’s next chapter and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy First Week of September 2026 Layoff Fears Fade U.S. job cuts fell to a four-year low through the first eight months of 2026, according to Challenger, Gray & Christmas data released Thursday, despite persistent concerns that artificial intelligen...

08/31/2026

If you have investments in tax-deferred retirement accounts, such as traditional IRAs and employer-sponsored retirement plans, you may be required to take annual required minimum distributions (RMDs) once you reach age 73 (or age 75 if born after 1960). These RMDs begin as a relatively small percentage of your retirement assets but increase over time as you age, potentially creating a higher tax burden and possibly even pushing you into a higher income tax bracket or affecting your eligibility for certain tax benefits.

For owners of eligible IRAs, qualified charitable distributions (QCDs) may provide a way to satisfy some or all of those RMD obligations while excluding the distribution from taxable income.

QCDs can be a very effective charitable giving strategy, but they require skilled consideration. Please reach out to us, and we can coordinate with your other advisors, including your accountant and tax attorney, to determine if making a QCD is the right strategy for you.
https://hubs.li/Q04vZkHv0 (https://hubs.li/Q04vYXkp0)

08/27/2026

Meta platform agreed to a $16.7 billion settlement, AI’s readiness gap, merger freeze effect and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Fourth Week of August 2026 Child Safety Reckoning Published today, Meta Platforms agreed to a $16.7 billion settlement with a coalition of states over allegations that it misrepresented the mental health risks its platforms posed to children. Th...

08/20/2026

Drone delivery takeoff, license renewal showdown, teen AI safeguards and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Third Week of August 2026 Drone Delivery Takeoff Today Amazon announced they’ll expand its Prime Air drone delivery service to nearly 500 U.S. cities and towns by the end of 2026, a sixfold increase from its current footprint. The expansion fo...

08/18/2026

At our practice, we understand that making sure your financial strategy aligns
with your life and goals is crucial. But with countless wealth managers, investment choices, and service models available, it’s easy to feel uncertain about whether you’re on the right path.

That’s why we offer our Second Opinion Service — an insightful, no-pressure way to evaluate your current financial approach. As you review our brief questionnaire, pay attention to any questions that give you pause - it may be a sign that a fresh perspective could bring clarity, validation, or a new direction.

We invite you to take the first step - Click the link to access the questionnaire and reach out to schedule your complimentary consultation today.
https://hubs.li/Q04tq0vj0

08/12/2026

Broader inflation pressures continue to ease, COLA outlook softens, Lakers’ new era and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Second Week of August 2026 Cooling Pressures A report released Wednesday showed consumer prices rose 3.4% year over year in July, down from 3.5% in June, signaling that broader inflation pressures continued to ease. Energy costs remained the pri...

08/10/2026

As more of our banking, investing, and document sharing happens online, fraud tactics have evolved alongside that shift. Rather than trying to break through security systems, many scams now rely on convincing people to share sensitive information or approve fraudulent transactions. Social engineering scams often appear as routine communications, such as account alerts, verification requests or notices of unusual activity. Others may impersonate someone you know or a trusted organization. These messages are designed to create a sense of urgency, prompting quick decisions before you have time to verify whether the request is legitimate. Understanding these tactics can help you recognize potential fraud before it becomes a problem.
https://hubs.li/Q04sqKM60

08/06/2026

SpaceX signaled its ambition to become a full-scale wireless carrier, Proctor & Gamble announced they’re acquiring premium supplements brand Thorne and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy First Week of August 2026 Rates Rise, Demand Retreats Reported today, mortgage rates climbed to 6.81%, their highest level in more than a year, driving mortgage demand below year-ago levels for the first time since April. Both refinancing and ho...

08/03/2026

Protecting your online accounts is one of the simplest and most effective ways to reduce cybersecurity risk. Email, banking, investment, and cloud storage accounts often contain sensitive personal and financial information, making them attractive targets for cybercriminals. Fortunately, a few straightforward habits, such as using strong passwords, enabling multi-factor authentication (MFA), and taking advantage of passkeys and biometric logins can significantly improve your online security.
https://hubs.li/Q04rGZ1k0

07/30/2026

The Federal Reserve kept its benchmark interest rate unchanged, DoorDash is accelerating its push into drone delivery and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Last Week of July 2026 Fed Stays Guarded The Federal Reserve kept its benchmark interest rate unchanged at 3.5%–3.75%, but the decision revealed growing internal concern over persistent inflation, with three policymakers dissenting in favor of...