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Market Recap Week of 10/20/2025 to 10/24/2025
The S&P 500 index rose 1.9% last week to a new closing high as September consumer price data came in softer than expected while companies including Intel (INTC) and International Business Machines...
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Tesla Posts Record Deliveries, But Long-Term Growth Questions Remain
At a glance, Tesla’s third-quarter numbers look impressive. The company reported global vehicle deliveries of 497,099 for Q3 – setting a new quarterly record – while sales jumped 7% year over year....
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Federal Reserve Cuts Rates Again, But Signals Caution Ahead
The Federal Reserve voted Wednesday to cut interest rates for the second consecutive meeting, lowering its benchmark rate by a quarter percentage point to a range of 3.75% to 4%. This move brings...
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Gift Tax Explained: What It Is and How It Works
Disclaimer: The information provided in this article is for general informational purposes only and is not intended as legal, tax, or financial advice. Gift tax rules can be complex and may vary based...
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Financial Planning Checklist: Do You Need a Trust as Part of Your Financial...
Disclosure: This article is for informational purposes only and is not intended as legal advice. Laws are complex and can vary by individual situation, so it’s essential to consult with an Estate...
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Episode 269 – The Hidden Potential of Bitcoin Mining With Beau Turner
Most investors think they need to buy Bitcoin to profit – but there’s another side of cryptocurrency that can generate steady income… In this episode of The Agent of Wealth Podcast, John Williams is...
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Market Recap Week of 10/27/2025 to 10/31/2025
The S&P 500 index rose more than 0.7% last week, led by the information technology and consumer discretionary sectors amid an onslaught of quarterly earnings, a monetary policy announcement and...
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Home Down Payment vs. Student Debt: Which Should You Prioritize?
You’re dreaming of homeownership but student loan payments are still coming out of your paycheck every month. With limited resources, where should your next dollar go – toward your debt, or toward...
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Moderating Inflation: What Investors and Retirees Should Know
All signs pointed to potential trouble: Sticky inflation. Tariffs heating up. Energy costs on the rise. Economists warned that the next inflation report would signal surging prices and stall any hope...
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Episode 270 – The Entrepreneur’s Retirement Dilemma: When Your Identity Is...
What happens when a business owner’s identity becomes completely tied to the company they’ve built? Selling the business isn’t just a financial transaction — it’s an emotional crossroads. In this...
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Monthly Market Wrap: October 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in October 2025. It also delves into housing market...
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Market Recap Week of 11/03/2025 to 11/07/2025
The S&P 500 index fell 1.6% last week, led by the technology sector, as consumer sentiment dropped to a three-year low. This marks the index’s first weekly loss since the week ended Oct. 10. The...
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Is Delaying Social Security to Age 70 Worth It?
You’ve probably heard some version of this advice: “Wait until age 70 to claim Social Security. You’ll get the biggest check.” Mathematically, that’s true. But real life doesn’t follow spreadsheet...
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High-Yield Savings Accounts 101: Maximizing Your Cash Strategy
In a world where interest rates and financial products constantly evolve, your cash deserves more than just a basic savings account. Enter the high-yield savings account (HYSA) — a powerful tool for...
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The Rise of 2025’s Billion-Dollar Startups
The artificial intelligence boom continues to mint new billion-dollar companies at a record pace. According to a new analysis from Visual Capitalist, dozens of startups reached unicorn status this...
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Episode 271 – How to Break Into the Drone Business With Damon Darnall
What if the next major wave of entrepreneurship is happening 400 feet above your head? The drone industry is unlocking six-figure business opportunities for early movers. In this episode of The Agent...
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Market Recap Week of 11/10/2025 to 11/14/2025
The S&P 500 index edged up 0.1% last week as gains led by health care and energy stocks slightly outweighed declines in sectors including consumer discretionary and utilities. The market benchmark...
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One Economy, Two Realities: Why Americans Are Feeling So Different About...
The stock market keeps hitting new highs. Luxury brands are smashing earnings expectations. Delta airlines is selling more premium seats than coach. And yet… Some Americans are delaying medical...
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Don’t Forget Your Old 401(k) When You Change Jobs
If you’ve recently switched jobs – or plan to soon – there’s one more item that deserves your attention: your old employer-sponsored 401(k). Leaving a balance behind can trigger an automatic rollover...
View ArticleIntegrating Philanthropy Into Your Financial Plan
For many families, charitable giving is more than a financial decision — it’s a reflection of their values, legacy, and vision for the world they want to support. Yet philanthropy is most effective...
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