American Trust Wealth

Given the recent devastation and loss caused by hurricanes impacting the Southeast and much of Florida in the span of only 14 days, we’d like to share some highlights from the Secure Act 2.0, enacted at the end of 2022, and the special rules in place for individuals to access and use retirement savings if they have been impacted by federally declared disasters. Download the information sheet for more information, or if you’d like to talk through these provisions and any related implications, be sure to contact your Fiduciary Investment Advisor at American Trust Wealth. #AmericanTrustWealth https://lnkd.in/gjYnR-WW

In case you missed Friday's live discussion, our Quarterly Market Update webinar is available for replay. This webinar provided a Q3 summary, current market trends and an outlook for Q4. Check out the replay through the link below! #AmericanTrustWealth #Q3 https://lnkd.in/gTkM5rGy

Weekly Market Summary for the week of 10.11.2024: Stocks Reach New All Time Highs #AmericanTrustWealth #WeeklySummary https://lnkd.in/gW8Y99-p

As autumn weather arrives, we’re reminded that, like orchards, financial stability takes time to cultivate. With careful planning and patience, you can build a portfolio that yields steady income year after year. Explore our unique and innovative approach to income investing and start harvesting financial growth today! https://lnkd.in/gYAbjmeC #AmericanTrustWealth #UndertheHood

Join us for an insightful webinar covering a Q3 summary, current market trends and providing an outlook for Q4. Register below! #AmericanTrustWealth https://lnkd.in/d7JimhEd

Weekly Market Summary for the week of 10.04.2024: Jobs Data Sends Stock Prices and Bond Yields Higher #AmericanTrustWealth #WeeklySummary https://lnkd.in/g57GiZjE

As we enter this new quarter, join us for an insightful webinar covering a Q3 summary, current market trends and providing an outlook for Q4. Don’t miss out—register below! #AmericanTrustWealth https://lnkd.in/d7JimhEd

Weekly Market Summary for the week of 09.27.2024: Markets Climb as China Reveals Major Stimulus Plan #AmericanTrustWealth #WeeklySummary https://lnkd.in/gJ-t9XBt

In recent years, check washing has seen a troubling resurgence, with postal inspectors recovering over $1 billion in counterfeit checks and money orders annually. These scams can involve stealing checks, altering payee names and changing amounts before fraudulent deposits. Protecting your financial information is crucial in today’s landscape. For more strategies to protect yourself against check washing, read our latest blog post linked below. #AmericanTrustWealth https://lnkd.in/gR7uCwBW

Weekly Market Summary for the week of 09.20.2024: Stocks Climb Following 0.50% Fed Rate Cut #AmericanTrustWealth #WeeklySummary https://lnkd.in/gx65B9qi