HWC Financial

10/20/2026

Is Artificial Intelligence in a Bubble? Earnings, Market Valuations and the Hidden Risk of Leverage

Artificial intelligence has rapidly become one of the most powerful forces shaping financial markets. Billions of dollars are being invested in data centers, advanced semiconductors, cloud computing and AI software. Some of the world’s largest companies are reporting impressive growth, and investors are betting that artificial intelligence will fundamentally change the global economy.

But an important question remains: Are investors appropriately valuing the AI revolution, or has enthusiasm for the technology pushed parts of the stock market into bubble territory?

HWC Financial. News and advice articles. True Wealth Management, Financial planning, investments, retirement, NYSE, NASDAQ and more.

08/04/2026

Six Things Families Should Know About Trump Accounts

The $1,000 federal starter deposit has generated plenty of headlines, but that’s only one part of the story. Before opening a Trump Account for your child or grandchild, it’s important to understand who qualifies, how contributions work, how the account is taxed, when a Roth IRA conversion may make sense, and how it compares with other savings options like a 529 plan.

This guide answers six of the most common questions families have about Trump Accounts.

https://hwcfinancial.com/six-things-families-should-know-about-trump-accounts/

07/23/2026

2026 Markets: First Half in Numbers

This comprehensive, handy reference guide rounds up market returns and economic data as of June 30, 2026. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics.

https://hwcfinancial.com/2026-markets-first-half-in-numbers/

05/05/2026

9 Reasons Why Roth IRAs Make Sense, Even After OBBBA

Roth accounts can be a key feature of retirement planning for many of your clients—especially in our current lower-tax environment. Here are nine reasons to examine the advantages of Roth accounts.

Despite the sweeping tax reforms introduced by the One Big Beautiful Bill Act (OBBBA), Roth IRAs remain a cornerstone of smart retirement and legacy planning.

https://hwcfinancial.com/9-reasons-why-roth-iras-make-sense-even-after-obbba/

04/22/2026

“Social Security is one of the most effective poverty-prevention programs in history. According to the U.S. Census Bureau, it keeps nearly 29 million Americans from sliding into poverty each year,” BlackRock CEO Larry Fink wrote in his 2025 letter to investors.

HWC Financial. News and advice articles. True Wealth Management, Financial planning, investments, retirement, NYSE, NASDAQ and more.

04/15/2026

https://hwcfinancial.com/a-march-letter-to-clients-the-iran-war-navigating-stock-market-volatility-during-uncertainty/

HWC Financial. News and advice articles. True Wealth Management, Financial planning, investments, retirement, NYSE, NASDAQ and more.

03/02/2026

2025-2026 B**r League Champs!

02/03/2026

Planning Your Legacy: Where to Start

As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that we’ve cultivated over decades of experience? How do we pass these precious assets down to our children, grandchildren, and the world at large?

https://hwcfinancial.com/planning-your-legacy-where-to-start/

01/27/2026

How Social Security Benefits Are Calculated — and 5 Strategies to Maximize Them

https://hwcfinancial.com/how-social-security-benefits-are-calculated-and-5-strategies-to-maximize-them/

01/22/2026

The stock market roared again for the third year in a row in 2025! In our latest blog we go over some of the highlights...

https://hwcfinancial.com/a-2025-three-peat/