WealthTrust Advisors

10/15/2026

The Social Security Administration announced a cost-of-living adjustment for 2027, U.S. inflation accelerated in September, and Apple unveiled HomeView, a smart home hub designed to serve as a central control point for connected devices. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Second Week of October 2026 Banking Oversight Failure This week, Bank of America was hit with more than $1.2 billion in penalties after U.S. regulators found significant failures in the bank’s anti-money laundering controls, including lapses i...

10/07/2026

Disney’s streaming touchdown, housing freeze deepens, media mega-merger and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy First Week of October 2026 Inflation Anxiety Builds This week, reports showed that consumers are growing increasingly concerned about inflation, with the New York Fed’s one-year inflation expectation rising to 3.9%, its highest level since May...

10/05/2026

More parents are helping their adult children financially, but where is the line between providing support and creating dependency?

Our latest article, Helping Without Hurting: The Delicate Balance of Financially Supporting Adult Children, explores why this trend is growing and how families can strike a healthy balance between support and financial independence.

Read the article here: https://hubs.li/Q04z9tkl0

10/01/2026

The Federal Reserve’s preferred inflation measure came in softer than expected, demand-fueled expansion, premium takes flight and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Last Week of September 2026 Inflation Cools, Fed Waits On Wednesday, the Federal Reserve’s preferred inflation measure came in softer than expected in August, with core PCE rising 3.0% year over year and headline inflation reaching 3.4%, both ...

09/23/2026

Golden arches upgrade, media mega-merger, Disney’s tech offensive and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Fourth Week of September 2026 Golden Arches Upgrade Wednesday, McDonald’s announced plans to invest $8.5 billion through 2036 to modernize restaurants globally, adding AI-powered technology, delivery lockers, redesigned kitchens, larger play a...

09/17/2026

Fed hikes rate, Airbnb’s affordable housing push, AI slowdown showdown and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Third week of September 2026 Fed hikes rates The Federal Reserve approved a quarter-point interest rate increase on Wednesday, lifting its benchmark rate to 3.75%-4%. The move reflects ongoing concerns about elevated inflation, driven in part by...

09/11/2026

Rate hike back on the table, Apple unveiled its first foldable smartphone, blockbuster rebound and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Second Week of September 2026 Rate Hike Back on the Table Today, market expectations for a Federal Reserve rate increase next week surged after August wholesale inflation came in firm and oil prices climbed above $100 per barrel, reinforcing con...

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...