Warther Private Wealth

10/22/2026

Trump Accounts are now available for eligible children. These are a type of traditional individual retirement account (IRA), with special rules for contributions, investments, and withdrawals—not a regular savings account.

A few important details:
• Eligibility for an account is different from eligibility for the government contribution. Eligible children under age 18 with a valid Social Security number may have an account. The one-time $1,000 federal contribution is limited to eligible U.S. citizens born January 1, 2025, through December 31, 2028, and requires the applicable enrollment steps.
• Investment choices are restricted to qualifying low-cost mutual funds or ETFs tracking broad U.S. stock indexes. Investments can lose value; investment returns are not guaranteed.
• Contribution limits and withdrawal restrictions apply. These accounts should not be confused with readily accessible savings for a child’s near-term expenses. After age 18, traditional IRA rules generally apply.[investor]
Families should review the eligibility requirements, investment risks, tax considerations, and account restrictions before deciding whether to contribute.
For official program information and enrollment instructions, visit IRS.gov/trumpaccounts or TrumpAccounts.gov.

For general educational purposes only.

This information is not individualized investment, tax, or legal advice, or a recommendation to open or fund an account. Consult your tax professionals regarding your circumstances.

Trump Accounts provide eligible American children with tax-advantaged investment accounts courtesy of President Donald J. Trump.

10/21/2026

We couldn’t be more delighted to announce that Josh and his beautiful wife Krista just welcomed a new baby girl into all of our lives.
We are absolutely thrilled for you Josh and Krista!
…and we know our clients are ecstatic for you too. 

BTW- Yes we have three like named powerhouse women linked to Warther… Christa, Kristy and Krista!

09/12/2026

Today, we pause to remember September 11, 2001—25 years later.
We remember the nearly 3,000 innocent lives lost, the families forever changed, and the bravery shown by first responders, service members, volunteers, and ordinary Americans who stepped forward in an extraordinary moment of need.

For many of us, the memories remain vivid: where we were, who we called, and the deep sense that our country had changed. Yet we also remember the compassion, courage, and unity that emerged in the days and years afterward.

At Warther Private Wealth, we honor those we lost and extend our enduring gratitude to the men and women who protect and serve our communities and our nation. May we carry forward the spirit of service, resilience, and care for one another that September 11 revealed so clearly.

We will never forget.

07/04/2026

We’re thrilled to join our fellow Americans in celebrating 250 years of independence, freedom, and opportunity this Fourth of July. 🇺🇸

As we mark this historic milestone, we reflect with gratitude on the vision of our Founders and the enduring strength of the American spirit.

From all of us at Warther Private Wealth, we wish you and your families a wonderful time celebrating—whether you’re gathering with loved ones, honoring those who have served, or simply taking a moment to appreciate the blessings of liberty.

We’re honored to serve our clients in a nation that has championed free enterprise, individual responsibility, and the pursuit of a better tomorrow for 250 years.

05/11/2026

At Warther Private Wealth, we’re monitoring this week’s U.S. hiring data as one of several indicators of current economic conditions.
Labor market data—alongside inflation trends, interest rates, and corporate earnings—can influence market sentiment and short-term volatility. We continue to evaluate these inputs within the context of long-term investment planning.
Source: U.S. Bureau of Labor Statistics (bls.gov)
As always, our focus remains on disciplined portfolio management aligned with each client’s goals and time horizon.
Please reach out if you’d like to discuss your strategy.

The Bureau of Labor Statistics is the principal fact-finding agency for the Federal Government in the broad field of labor economics and statistics.

05/01/2026

This week’s economic news reminded investors that markets can react quickly to shifts in inflation, interest rates, and growth expectations. While headlines may change from day to day, a disciplined long-term plan remains the best way to stay focused on what matters most.

Market volatility is a normal part of investing, and it can create both uncertainty and opportunity. At Warther Private Wealth, we believe in helping clients stay thoughtful, diversified, and aligned with their long-term goals.

If you have questions about how recent market moves may affect your portfolio, we’re here to help you navigate the noise with perspective and discipline.

04/16/2026

The S&P 500 and Nasdaq both closed at record highs yesterday, reflecting investor optimism amid reports that the U.S. and Iran may extend their current ceasefire to allow additional peace talks. Markets continue to respond positively to any signs of progress toward a peaceful resolution.

Warther Private Wealth, is a registered investment adviser. The information above is provided for educational and informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal. Market conditions and geopolitical events may change rapidly and should be monitored closely.

04/11/2026

Inflation surged in March, rising 3.3% year-over-year — the highest level in two years — as the ongoing Iran conflict pushed gas prices higher. According to the latest report from the U.S. Bureau of Labor Statistics, overall inflation accelerated mainly due to energy costs, while “core” inflation (excluding food and energy) grew at a much slower 0.2%.
Geopolitical events often ripple through markets and household budgets alike. Staying focused on long-term strategy and diversified asset allocation remains key in navigating periods of inflationary pressure.

https://www.jec.senate.gov/public/index.cfm/republicans/inflation-update

03/27/2026

Markets remain volatile as geopolitical tensions and rising oil prices weigh on investor sentiment. The Dow Jones Industrial Average closed at 38,420 today, reflecting the ongoing uncertainty in global markets. Despite the pressure, several large‑cap names finished higher, including Apple (AAPL) and Microsoft (MSFT), showing resilience within the broader sell‑off.

At Warther Private Wealth, we view periods of volatility not just as risk, but as opportunities. We’re actively monitoring markets, adjusting where appropriate for clients, and helping clients stay disciplined while positioning portfolios to take advantage of long‑term opportunities created by short‑term turbulence.

This post is for informational and educational purposes only and should not be construed as personalized investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results. Please consult with your financial advisor to determine what may be appropriate for your individual situation.

03/19/2026

Before our workshop today at The Ritz-Carlton Naples Beach hotel, Josh took a few client calls overlooking the beach and turquoise waters.

Here’s hoping you get a view like this while tending to your own business today!