Warren Street Wealth Advisors

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! 🙌✨

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

Beyond the Magnificent Seven: A 2026 Midyear Check-In 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...

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

Meet the Team: Victor Campos, CPA, CFP® - Warren Street Wealth Advisors 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 ...

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

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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

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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

Money Scripts: The Stories We Tell Ourselves in Order to Live, Save and Spend 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...

Most of us think our financial choices are based on logic and math. But the truth is, many of our habits are driven by "Money Scripts"—unconscious beliefs about wealth that were passed down to us before we even had our first bank account.

In Part 1 of our new series, we explore the four primary scripts identified by financial psychologist Dr. Brad Klontz:

- Money Status: Is your self-worth tied to your net worth?
- Money Worship: Do you believe "more money" is the only key to happiness?
- Money Avoidance: Do you feel that wealth is somehow shameful or greedy?
- Money Vigilance: Are you a cautious saver who struggles to enjoy what you’ve earned?

Understanding your script is the first step to rewriting it. Once you identify the "unconscious rules" you’re following, you can choose which ones to keep and which ones to leave behind.

👉 Discover your money script here: https://warrenstreetwealth.com/money-scripts-part-1-the-stories-we-tell-ourselves-in-order-to-live-save-and-spend/?utm_source=facebook&utm_medium=organic&utm_campaign=money-script-1

Money Scripts: The Stories We Tell Ourselves in Order to Live, Save and Spend Why do we save, spend, or avoid money the way we do? According to financial psychologist Dr. Brad Klontz, we are all following "money scripts"—subconscious beliefs passed down through generations. Learn to recognize the echoes of your childhood in your current financial habits so you can move away...