KWB Wealth

SpaceX has people talking — and for good reason.

A potential IPO can be exciting, especially when it involves a company with a big mission and a familiar name. But excitement alone is not a financial plan.

In our latest blog, Ricardo, KWB's Trading and Reporting Associate, walks through what investors should know before making any decisions, including the company’s business structure, potential risks, and the questions that matter most for your personal plan.

Read the full blog here: kwbwealth.com/blogs/houston-we-have-an-ipo

Investing involves risk. This is informational, not advice.

Job growth came in stronger than expected last month, but that may also impact what happens next with interest rates.

This week’s commentary covers the Fed’s focus on inflation and explores possible ways to strengthen Social Security for the future.

Read more: kwbwealth.com/wmc-6-9-26

Investing involves risk. This is informational, not advice.

Help us give a warm welcome to Jacob, the newest member of the KWB Wealth team!

Jacob’s favorite part of working at KWB is seeing clients achieve their financial goals and enjoy the rewards of their years of hard work. He is also focused on a few exciting goals of his own, including passing the Series 66, pursuing his CFP® designation, and buying his first home.

Outside of work, Jacob has a fun hidden talent — he can play the harmonica!

We’re so excited to have Jacob growing with us. Welcome to the team, Jacob! 🌳✨

Headlines were loud and markets reacted. But behind the reactions, company earnings stayed strong.

Our recent blog breaks down why markets often recover before the news feels resolved — and why patience, perspective, and focusing on long-term fundamentals can help brighten the path forward during uncertain times. 🌱

Read more here: kwbwealth.com/blogs/when-earnings-speak-louder-than-headlines

Investing involves risk. This is informational, not advice.

Feeling the pinch at the pump, the grocery store, or in everyday expenses? You’re not alone.

This week’s Weekly Market Commentary explores how rising prices are weighing on consumer sentiment, why energy costs remain a key concern, and how different households may be feeling the economy in different ways.

Read the full commentary here: kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

There’s still time to join us for Study Time with Steve today at 9 a.m. PST.

Tune in for a brief market update led by Steven Gormley, CIMA®, with guest speaker Claire Lucchese, CFP®, followed by time for Q&A.

Join here: https://ow.ly/RGYn50Z4kaV

Investing involves risk. This is informational and not advice.

The market’s climb continues, though much of the recent growth has been fueled by a handful of major technology and AI companies. Meanwhile, alternative assets continue to gain attention, with rare vintage trading cards reaching record-breaking prices.

This week’s commentary explores what these trends may signal for investors.

kwbwealth.com/resources

Investing involves risk. This is informational, not advice.

Last year we posted a blog “From Dial-Up to Data Centers” — and with AI continuing to dominate headlines and markets, it feels especially timely to revisit.

From the early internet era to today’s rapid advancements in artificial intelligence, history reminds us that innovation often brings both excitement and uncertainty.

Sometimes, reflecting on where we’ve been can bring greater clarity to where we may be headed, and this blog provides a deeper look at the history: kwbwealth.com/blogs/from-dial-up-to-data-centers-a-look-back-to-understand-whats-ahead

Investing involves risk. This is informational, not advice.