WealthTrust Advisors

06/04/2026

Housing reality check, Costco’s gas stations emerge as traffic driver and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy First Week of June 2026 Housing Reality Check Home sellers are pulling properties off the market at the fastest pace since 2020, with delistings reaching 5.8% nationwide in April as higher mortgage rates and weaker buyer demand erode pricing....

06/01/2026

Choosing the right financial advisor can significantly improve both your financial health and emotional well-being. Fortunately, finding the right fit is often straightforward with a bit of due diligence and a willingness to trust your instincts. To help guide the process, we suggest asking the following questions.
https://hubs.li/Q04jBssC0

05/27/2026

Hormuz relief, Starlink takes the cabin, summer travel meets reality and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Final week of May 2026 Dealmaking With Conditions JPMorgan Chase CEO Jamie Dimon said the bank could deploy up to $20 billion on an acquisition over the next few years, signaling openness to a large deal while underscoring that M&A is not a s...

05/26/2026

As retirement draws nearer, it can feel both exciting and nerve racking. Staying on track becomes increasingly important, which is why it helps to be mindful of key planning milestones and deadlines. While we hope this outline is helpful, we also recognize that preparing for retirement — and making the many decisions it involves — isn’t always easy. Please know that we’re here to help.
https://hubs.li/Q04hWqrT0

05/21/2026

Mortgage rates jump, Anthropic has hired Andrej Karpathy, United Airlines is seeing a meaningful summer, and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Third week of May 2026 Zeroing Out the Bottom Jeff Bezos argued that the bottom half of U.S. earners should pay zero federal income tax, calling their contribution a negligible share of government revenue and an unnecessary strain amid rising...

05/20/2026

Staying informed and making use of available resources can help you recognize and respond to potential threats. While cybercriminals may be persistent, their tactics can often be mitigated through ongoing awareness and caution. The following seven steps can go a long way toward strengthening your defenses.

Consumer financial fraud has risen sharply in recent years, with losses reaching billions and continuing to grow year over year as part of a sustained multi-year trend.[1] Protecting your identity, financial well-being and privacy in the face of these threats is of utmost importance. The followin...

05/18/2026

What does retirement really look like when you want flexibility, travel, and long-term security? In this episode, we follow John and Susan, a hypothetical couple figuring out how to retire comfortably while embracing a snowbird lifestyle. Along the way, we discuss big-picture topics like healthcare costs, estate planning, and how to leave a lasting legacy. It’s a relaxed, high-level conversation meant to help you start thinking about your own retirement game plan.

What does retirement really look like when you want flexibility, travel, and long-term security? In this episode, we follow John and Susan, a hypothetical co...

05/13/2026

Inflation reignites, Wall Street goes robotic, McDonald’s posts a solid first quarter and more. Check out this week’s Wealth Notes!

Weekly data-driven insights on the markets and economy Second week of May 2026 Inflation Reignites Wholesale inflation surged in April, with producer prices rising 6% year over year—the sharpest increase since 2022—driven primarily by a spike in energy costs and accelerating services prices. The...

05/12/2026

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/Q04gcNMm0

05/11/2026

Between work, kids’ activities, and caring for aging parents, long-term financial planning often gets pushed aside. That was the case for Rachel and Mark Reynolds, a couple juggling careers and family life who weren’t sure if they had the assets to work with a financial advisor. But they decided to reach out and find out for themselves. Taking that first step changed everything, giving them guidance and a clear sense of direction for their financial future.

Their journey is one of many brought to life through our Wealth Stories™— showcasing how thoughtful financial planning supports real life goals.

* Although this story is representative of the work we do to support the clients we serve, all individuals are fictional and do not represent actual clients.
Read the Reynold's Family story here: https://hubs.li/Q04g8p1H0