Wealthview Capital
Wealthview Capital, LLC is an independent, fee-only, registered investment advisory firm located in Jackson, Mississippi.
04/06/2026
Broader equity markets (S&P 500, DJIA, NASDAQ) gave up ground in the first quarter of 2026, primarily due to concerns over AI-related valuations and geopolitical tensions from the war with Iran... click to read more from our latest market commentary "Bumps in the Road."
Bumps in the Road — Wealthview Capital Broader equity markets (S&P 500, DJIA, NASDAQ) gave up ground in the first quarter of 2026, primarily due to concerns over AI-related valuations and geopolitical tensions from the war with Iran which began on 02/28/26. Companies trading at higher valuations declined the most as evidenced by
03/05/2026
The United States’ and Israel’s joint efforts to eliminate, once and for all, the unelected terrorist regime that has been oppressing Iran’s citizens, and terrorizing the world for the past 47 years began in earnest on February 28 with Operation Epic Fury. How long it takes and what sacrifices will be required to complete the mission are yet to be determined… click to read our latest blog
Conflict & Chaos — Wealthview Capital The United States’ and Israel’s joint efforts to eliminate, once and for all, the unelected terrorist regime that has been oppressing Iran’s citizens, and terrorizing the world for the past 47 years began in earnest on February 28 with Operation Epic Fury. How long it takes and what sacrifices...
01/06/2026
US equity markets surged to new highs in 2025, driven by massive AI investment fueling tech sector growth and robust corporate earnings, despite trade and political uncertainties. 2025 witnessed the third consecutive year of double-digit gains from the S&P 500... read more in our fourth quarter market commentary for 2025:
Three in a Row — Wealthview Capital US equity markets surged to new highs in 2025, driven by massive AI investment fueling tech sector growth and robust corporate earnings, despite trade and political uncertainties. 2025 witnessed the third consecutive year of double-digit gains from the S&P 500, the most popular gauge of US e
11/12/2025
If you have been following the latest financial legislation, you may have heard about the OBBBA (One Big Beautiful Bill Act) Kiddie Account. This is a brand-new, government-seeded savings and investment account for children. It’s designed to give the next generation a head start on building wealth, while encouraging long-term investing habits early on... click to read our latest blog!
The OBBBA Kiddie Account: Planting a $1,000 Seed for Your Child’s Future — Wealthview Capital If you have been following the latest financial legislation, you may have heard about the OBBBA (One Big Beautiful Bill Act) Kiddie Account. This is a brand-new, government-seeded savings and investment account for children. It’s designed to give the next generation a head start on building wealth...
10/07/2025
This year’s third quarter witnessed global and domestic economies navigating a complex landscape characterized by resilient growth, stubborn inflation, and rising policy uncertainty... click to read more from our latest market commentary.
Complex Navigations — Wealthview Capital This year’s third quarter witnessed global and domestic economies navigating a complex landscape characterized by resilient growth, stubborn inflation, and rising policy uncertainty. Despite headwinds from higher tariffs and slowing labor markets, the U.S. economy continued its growth, driven by r...
09/23/2025
When President Trump signed the One Big Beautiful Bill Act (OBBBA) into law July 4, 2025, many people cheered while others were less enthusiastic. OBBBA is massive, containing hundreds of provisions affecting tax policy, spending, and social welfare programs... click to read our latest blog!
Beautiful or Ugly is a Matter of Perspective — Wealthview Capital When President Trump signed the One Big Beautiful Bill Act (OBBBA) into law July 4, 2025, many people cheered while others were less enthusiastic. OBBBA is massive, containing hundreds of provisions affecting tax policy, spending, and social welfare programs. A few key provisions include: Tax cu
08/21/2025
Many people are wondering if their Social Security benefits are no longer subject to income tax as part of the One Big Beautiful Bill Act (OBBBA), which was signed into law by President Trump on July 4, 2025. The answer is yes and no, depending on your income... Click to learn more:
Did OBBBA Eliminate Taxes on Social Security? — Wealthview Capital Many people are wondering if their Social Security benefits are no longer subject to income tax as part of the One Big Beautiful Bill Act (OBBBA), which was signed into law by President Trump on July 4, 2025. The answer is yes and no, depending on your income. According to a study by the Council of
07/10/2025
The second quarter of 2025 began with a shock and ended with a bang. President Trump’s surprise April 2nd “Liberation Day” announcement of 10% (and more) global baseline tariffs on all trading partners initiated an immediate selloff in equities. Concerns abounded over everything... click to read our latest market commentary: Defying Gravity.
Defying Gravity — Wealthview Capital The second quarter of 2025 began with a shock and ended with a bang. President Trump’s surprise April 2nd “Liberation Day” announcement of 10% (and more) global baseline tariffs on all trading partners initiated an immediate selloff in equities. Concerns abounded over everything from higher in...
06/05/2025
Most Baby Boomers and many younger generations know that The Greatest Show on Earth refers to the exciting and dazzling Ringling Brothers and Barnum & Bailey Circus, which has been entertaining audiences since 1871 and is still touring the world, with periodic breaks. As thrilling as that show is, it takes a back seat to a less exciting, but greater performance called the equity markets… click to read more. https://www.wealthviewcapital.com/greatest-show-earth
04/07/2025
April 2nd was designated by President Trump as “Liberation Day” and the beginning of a new golden age in which America would be freed from unbalanced and unfair tariffs imposed by other countries. After the markets closed last Wednesday, the President revealed his latest plans which were broader and deeper than many expected. All countries will now be subject to varying tariffs until they agree to remove or reduce tariffs on U.S. goods. Since then, it has been chaos, as investors, companies, our global trading partners and the Federal Reserve have no idea what a successful outcome will look like, how long it will take, nor how much economic damage will ensue in the process… click to read our latest blog “Navigating the Fog of Uncertainty”
https://www.wealthviewcapital.com/navigating-fog-uncertainty
04/05/2025
The first quarter of 2025 left investors’ heads spinning from the Trump administration’s rapid-fire executive orders, on-again-off-again tariff announcements… read more at our latest blog “Rocks and Hard Places.”
https://www.wealthviewcapital.com/rocks-and-hard-places
03/17/2025
In our most recent blog, Trouble With a Capital T, we discussed the possibility that proposed tariffs, if implemented, could create trouble for the economy, and by extension, financial markets. Well, we didn’t have to wait long as President Trump went through with his promise to impose tariffs on Canada, Mexico, and China last week. To almost no one’s surprise, equity markets sold off as fears of a recession mounted... click to read our latest blog: https://www.wealthviewcapital.com/corrections-bear-markets-and-opportunities
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Address
4500 I-55 North, Suite 263
Jackson, MS
39211
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |