Wealthview Capital

Wealthview Capital Wealthview Capital, LLC is an independent, fee-only, registered investment advisory firm located in Jackson, Mississippi.

Broader equity markets (S&P 500, DJIA, NASDAQ) gave up ground in the first quarter of 2026, primarily due to concerns ov...
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."

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

The United States’ and Israel’s joint efforts to eliminate, once and for all, the unelected terrorist regime that has be...
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

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...

US equity markets surged to new highs in 2025, driven by massive AI investment fueling tech sector growth and robust cor...
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:

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

If you have been following the latest financial legislation, you may have heard about the OBBBA (One Big Beautiful Bill ...
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!

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...

This year’s third quarter witnessed global and domestic economies navigating a complex landscape characterized by resili...
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.

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...

When President Trump signed the One Big Beautiful Bill Act (OBBBA) into law July 4, 2025, many people cheered while othe...
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!

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

Many people are wondering if their Social Security benefits are no longer subject to income tax as part of the One Big B...
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:

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

The second quarter of 2025 began with a shock and ended with a bang. President Trump’s surprise April 2nd “Liberation Da...
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.

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...

Most Baby Boomers and many younger generations know that The Greatest Show on Earth refers to the exciting and dazzling ...
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

April 2nd was designated by President Trump as “Liberation Day” and the beginning of a new golden age in which America w...
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

The first quarter of 2025 left investors’ heads spinning from the Trump administration’s rapid-fire executive orders, on...
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

In our most recent blog, Trouble With a Capital T, we discussed the possibility that proposed tariffs, if implemented, c...
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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4500 I-55 North, Suite 263
Jackson, MS
39211

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
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