Bluespring Wealth California

10/03/2026

Bluespring Wealth - California Fall Quarterly Newsletter is Here: Something Has to Give
Growth, Rates & the AI Economy

We entered the year embarking on a broadening growth phase. Growth was firming domestically and internationally, earnings were strong and broadening, inflation was cooling, and market leadership was expanding beyond a narrow group of names.

The conflict with Iran, disruption surrounding the Strait of Hormuz, and subsequent spike in Oil introduced a reignition of the nagging inflation impulse that markets can’t ignore. Interest rates have marched steadily higher, valuation multiples have compressed, and what had been a relatively clean transition toward stronger global growth has been thrown some pressures to contend with.

As the third quarter closed, the market remains near all-time highs, it’s been more of a sideways consolidation and rotation of markets since Summer. The underlying economy has shown surprisingly little evidence that the geopolitical shock materially altered its trajectory thus far.

The economy remains resilient, but increasingly uneven. Earnings remain quite strong, but interest rates are moving higher. The AI capital expenditure cycle continues to accelerate, while some of the more rate-sensitive areas of the economy are beginning to see the bite that comes with higher rates.

Beneath the headline indexes, market breadth has deteriorated considerably. That leaves us with perhaps the most important question heading toward 2027:

How long can the incredibly strong AI and capital expenditure cycle overpower everything else?

Continue Reading: https://bluespringwealthcalifornia.com/something-has-to-give/

09/26/2026

TGIF New Episode Drop: The Future Ain’t What It Used to Be

There was a summit in Washington this week. It was between Presidents Xi and Trump. You probably heard about it. It was President Xi’s first trip to the U.S. in over a decade. Interestingly, he skipped the annual UN General Assembly in New York earlier in the week. His Vice President attended in his stead. The official reason was that the Chinese President was prioritizing the bilateral meeting with the American President. The red carpet was rolled out to him at the White House.

Listen now: https://open.spotify.com/episode/0lVlvWW02KSnW68j3I60Wr?si=-F2XslZQSyWL1PFqKRfJ9w

09/25/2026

TGIF! The Future Ain’t What It Used to Be

There was a summit in Washington this week. It was between Presidents Xi and Trump. You probably heard about it. It was President Xi’s first trip to the U.S. in over a decade. Interestingly, he skipped the annual UN General Assembly in New York earlier in the week. His Vice President attended in his stead. The official reason was that the Chinese President was prioritizing the bilateral meeting with the American President. The red carpet was rolled out to him at the White House.

Continue reading on our website here 🔗

There was a summit in Washington this week. It was between Presidents Xi and Trump. You probably heard about it. It was President Xi’s first trip to the U.S. in over a decade. Interestingly, he

09/25/2026

Keeping Life Above Par

With the stunning shores of Lake Tahoe as the backdrop, this adventure was well above par—filled with beautiful views, plenty of laughs, and maybe even a few putts we'd rather not talk about. Golf has a funny way of reminding us that life isn't about playing a perfect round. It's about enjoying the people beside you, celebrating the great shots, laughing through the missed ones, and appreciating the time spent together. The Bluespring Wealth - California Traveling Hat tagged along as usual, collecting another tale from the road and serving as a reminder that life's richest moments are often the simplest ones shared with good company.

09/19/2026

New TGIF Episode Drop: Who’s in Charge of AI?

AI has dominated the landscape in these 2020’s. The transformational technology is clearly the next big thing and has been deemed the driver of productivity and growth in the 21st century. The Stock Market has been driven to all-time highs on the back of AI. Earnings growth has exploded. America’s Economy has kept a steady growth rate in large part due to the AI revolution, while other nations’ economies stay sluggish. AI is everywhere. At first, it was met with fascination and excitement. That eventually transitioned a bit towards caution and skepticism. This week, it quickly turned towards panic and fear. Seeing headlines that there’s a 10% probability that AI will destroy humanity by the end of the decade will do that.

Tune in today to hear the whole episode: https://open.spotify.com/episode/6xnr93Z1lsUqku7ecurQqg?si=0adzMyKBQeSgeuIbGM5xQQ

09/18/2026

TGIF! Who’s in Charge of AI?

AI has dominated the landscape in these 2020’s. The transformational technology is clearly the next big thing and has been deemed the driver of productivity and growth in the 21st century. The Stock Market has been driven to all-time highs on the back of AI. Earnings growth has exploded. America’s Economy has kept a steady growth rate in large part due to the AI revolution, while other nations’ economies stay sluggish. AI is everywhere. At first, it was met with fascination and excitement. That eventually transitioned a bit towards caution and skepticism. This week, it quickly turned towards panic and fear. Seeing headlines that there’s a 10% probability that AI will destroy humanity by the end of the decade will do that.

Continue reading on our website here:

AI has dominated the landscape in these 2020’s. The transformational technology is clearly the next big thing and has been deemed the driver of productivity and growth in the 21st century. The Stock Market has

09/17/2026

Right Up Our Alley!

The Bluespring Wealth - California Traveling Hat rolled into its latest adventure—and we'd say it was right up its alley! Bowling is one of those timeless activities that brings people together, no matter your age or skill level. Whether you're chasing a perfect game or celebrating the occasional gutter ball, it's never really about the score—it's about the memories you make with the people standing beside you.

09/12/2026

TGIF Podcast Episode Drop: Never Forget

I’ve been thinking long and hard about this message today. Here we are now, 25 years later from the day that changed everything. Can you believe it’s been a quarter of a century? We must never forget that 2,977 innocent souls were taken that day. These were moms and dads, sons and daughters, sisters and brothers. 2,753 were in the towers at the World Trade Center. 343 of them were firefighters. New York’s finest ran in while others ran away. Another 184 victims died in the Pentagon attack. And of course, 40 perished in rural Pennsylvania when a courageous group decided to sacrifice their lives by diverting the plane in order to save countless others.

Tune in today: https://open.spotify.com/episode/5r9rpoHhdSDWWegfxjamsq?si=Bst7COboQa-r9-8HFrapTQ

09/11/2026

TGIF! Never Forget

I’ve been thinking long and hard about this message today. Here we are now, 25 years later from the day that changed everything. Can you believe it’s been a quarter of a century? We must never forget that 2,977 innocent souls were taken that day. These were moms and dads, sons and daughters, sisters and brothers. 2,753 were in the towers at the World Trade Center. 343 of them were firefighters. New York’s finest ran in while others ran away. Another 184 victims died in the Pentagon attack. And of course, 40 perished in rural Pennsylvania when a courageous group decided to sacrifice their lives by diverting the plane in order to save countless others.

Continue Reading:

I’ve been thinking long and hard about this message today. Here we are now, 25 years later from the day that changed everything. Can you believe it’s been a quarter of a century? We must

09/11/2026

Where Purpose Meets the Peak

Our President, Meredith Rosen, and Chief Investment Officer, Mike Harris, recently traded spreadsheets for switchbacks in beautiful Crested Butte, Colorado, while there in support of our charitable partnership with Adaptive Sports Center—a nonprofit dedicated to empowering people with disabilities and specific needs through exceptional outdoor adventures. And, naturally, Meredith and Mike managed to squeeze in an exceptional outdoor adventure of their own. A little hiking, a lot of Colorado sunshine, some seriously peak views—and yes, the Bluespring Wealth Traveling Hats came along for the climb. At Bluespring Wealth - California, we believe true wealth is measured not only by the financial outcomes we help create, but by the positive impact we make along the way. Giving back means investing our time, energy, resources, and hearts into organizations doing meaningful work in the communities around us. Because ultimately, wealth is about creating more opportunities to live fully, give generously, experience more, and help others do the same.