Platinum Wealth Solutions of Texas

Small-cap stocks are off to a strong start, with the Russell 2000 up more than 21%, its best first half since 1991.

AI-driven investment is extending beyond large tech, lifting smaller companies tied to semiconductors, equipment, and connectivity.

While interest rates still matter, the rally shows how broader market trends can benefit businesses of all sizes.


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Small-cap stocks enjoy their best first half in 35 years. Here's what's driving it The advance marks a sharp turnaround after years of underperformance versus large-cap peers.

Treasury yields edged higher after May job openings came in at 7.6 million, topping expectations.

The 10-year rose to ~4.40% and the 2-year to ~4.125%—levels that can influence borrowing costs like mortgages and credit cards.

Investors continue watching inflation and labor trends for clues on where rates may head next.


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Treasury yields move higher on June's final trading day after release of key employment data U.S. Treasury yields were higher on the final trading day of June as traders digested more jobs data.

Happy Fourth of July.

Today we celebrate the freedoms that make it possible to build futures, support our families, and create lasting legacies.

However you’re spending the day, I hope it’s filled with connection, gratitude, and a little bit of celebration.

The Platinum Wealth Solutions of Texas team had a fabulous time this week celebrating the upcoming 250th birthday of our great nation! We are incredibly grateful for the strong friendships within our team, the opportunity to serve our wonderful clients every day and the blessing of living in America. Happy 4th of July!

Senior Vice President, Elizabeth Valenti, CLTC, AIF®, dives into the history of the 56 signers of the Declaration of Independence as we approach its 250th anniversary.

Their sacrifices offer a powerful reminder to think long-term, lead with purpose, and plan for the generations to come. Read the full blog to reflect on what legacy means for each of us today.

56 Signers. 250 Years Later. One Question: How Will You Be Remembered? | Elizabeth Valenti, CLTC, AIF® 56 Signers. 250 Years Later. One Question: How Will You Be Remembered? | Elizabeth Valenti, CLTC, AIF® July 1, 2026 56 Signers. 250 Years Later. One Question: How Will You Be Remembered? By Elizabeth Valenti, CLTC, AIF® An 80 mile horseback ride through a thunderstorm to cast a vote for independe...

Another unforgettable golf conference in the books, marking the 17th year of this incredible tradition!

Our time at Grand Traverse Resort was filled with educational sessions, time on the course, wine tastings, and celebrating another year of hard work.

Congratulations to Brian Lynn on reaching the milestone of 50 years in the financial services industry. We appreciate everything that you do!

Thank you to everyone who made it such a great experience. Already looking forward to next year! ⛳

Major student loan changes start July 1. New borrowing caps for parents and grad students, fewer repayment choices, and updated Pell Grant rules mean borrowers should watch for notices from loan servicers and confirm their contact info is current.
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A major student loan overhaul takes effect July 1. Here's what borrowers need to know. The changes will affect how much students and their parents can borrow, as well as their repayment options.

Happy Life Insurance Awareness Day!

Insurance often slips to the bottom of the to-do list, until you need it most. Dive into our latest blog to learn why life insurance matters more than ever and what to consider when reviewing your coverage.

Life Insurance Awareness Day 2026 | Why It Matters More Than Ever Every year on June 28, Life Insurance Awareness Day serves as an important reminder to review, understand, and prioritize one of the most essential parts of financial planning: protecting the people who depend on you.

When it comes to retirement and financial planning, focusing on what you can control may be one of the most effective ways to stay on track. In his latest blog, Financial Planner, Connor Kin, explores a framework designed to help investors tune out the noise and focus on the decisions that can have the greatest impact on their financial future.

Read more here:

Controlling the Controllables: A Framework for Retirement and Financial Planning | By Connor J. Kin Controlling the Controllables: A Framework for Retirement and Financial Planning | By Connor J. Kin June 20, 2026 By Connor J. Kin - Financial Planner Life has a way of disrupting even the best-laid plans. Career shifts, personal challenges, and larger global events can all change your direction ove...

Trump Accounts open on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.