WealthGuard Advisors

The market had a difficult week, particularly for technology investors. The S&P 500 declined roughly 2.5 percent, while the Nasdaq fell nearly 4.5 percent. AI-related chip and infrastructure companies experienced some of the sharpest losses, while defensive consumer staples showed renewed strength. But we don’t necessarily see this as the end of the AI investment

When investors think about artificial intelligence, the same names tend to dominate the conversation. Chipmakers. Data centers. Software companies. The businesses building the infrastructure required to power AI. But we believe the next phase of the AI investment cycle could look very different. Instead of focusing exclusively on the companies creating AI, we may increasingly

The fourth quarter is off to a strong start, but one of the most interesting opportunities we’re watching isn’t in the stock market. It’s in bonds. Long-term interest rates have continued to climb, creating yields we haven’t regularly seen in years. For investors who have been sitting in cash or short-term investments, we think it’s

The market continues to show resilience. Despite weaker-than-expected economic data last week, the S&P 500 held its ground and remains within striking distance of new all-time highs. Historically, July has been one of the strongest months for stocks, and if those seasonal trends continue, we could see another leg higher before the month is over.

Artificial intelligence stocks hit some turbulence this week, but that news caused another corner of the technology market to suddenly take off. Concerns about the rapid development of autonomous AI agents have put increased attention on safety and cybersecurity. As investors reacted, several companies tied to the AI infrastructure buildout declined while cybersecurity and software

The market may have had a relatively quiet week, but one economic report got our attention. Non-farm payrolls came in dramatically stronger than expected, reinforcing the strength of the labor market. That’s good news for the economy, but it also increases the possibility that the Federal Reserve could raise interest rates rather than cut them.

Earnings season is winding down, and the results have given investors plenty of reasons for optimism. Corporate earnings have been strong across a broad range of industries, with companies consistently exceeding expectations. Nvidia’s latest results provided another reminder that the artificial intelligence investment cycle continues to have significant momentum. At the same time, a familiar

After three consecutive weeks of gains, the S&P 500 finally took a breather. The market pulled back roughly 2 percent last week after recently reaching new highs. With September approaching, some investors may be concerned about seasonal weakness, but we view a modest pullback after a strong run as relatively healthy. More interesting to us

The market is back near record territory. After a relatively flat July, the S&P 500 gained roughly 3 percent during the first part of August and moved within striking distance of another all-time high. More importantly, the strength is being supported by corporate earnings. Roughly 86 percent of S&P 500 companies reporting this earnings season

After weeks of waiting, the S&P 500 finally crossed the 7,600 mark. We had been watching that level for some time, and while it arrived a few days later than we expected, it was still an encouraging milestone. More importantly, the move wasn’t driven by speculation. It was supported by strong corporate earnings and renewed