WealthGuard Advisors, Inc.

06/02/2026

📈 What does a bull market actually look like?

The Dow just posted its 9th straight positive week, AI continues driving market gains, and software stocks may finally be joining the rally.

This week Adam and Blake discuss:

✔️ The Dow's breakout above 50,000
✔️ Why AI spending continues fueling growth
✔️ Software stocks showing new strength
✔️ Why energy may be one of the market's most overlooked opportunities

👉 Watch the full update here: https://youtu.be/jaFen_Seu-Q

The market continues to climb, with the Dow posting its ninth strai...

05/26/2026

Roth conversions can be a powerful long-term tax planning strategy, but for investors approaching Medicare age, timing matters more than many people realize.

In Part 3 of this series, we discuss a commonly overlooked issue: IRMAA surcharges and Medicare premium increases caused by higher taxable income after a Roth conversion.

Because Medicare looks back two years when calculating premiums, a Roth conversion today could increase future Part B and Part D costs even if the strategy still makes sense long term.

Thoughtful planning means understanding not just the tax impact, but also how conversions may affect Medicare thresholds and retirement income planning overall.

If you're considering a Roth conversion or wondering whether previous conversions were handled optimally, working with a Certified Financial Planner™ and tax professional can help ensure the strategy fits your overall financial picture.

This video is for educational purposes only and should not be considered personalized investment or tax advice. Tax laws are complex and subject to change. Individuals should consult qualified financial and tax professionals before implementing any Roth conversion strategy.

05/22/2026

After seven straight positive weeks, the market may finally be starting to slow down.
But underneath the surface, something more important is happening. Money is rotating away from semiconductors and into new leadership areas like cybersecurity and software.
We break down what we’re seeing, why cybersecurity may be one of the strongest long-term AI plays, and how we’re managing risk in this market.
End of week market overview here:

Adam and Blake Anderson from WealthGuard Advisors review recent market action in the S&P 500 and address one of the most common questions they are getting from clients right now, cryptocurrency. After November’s pullback and recovery, the market is sitting just below all time highs. From there, th...

05/20/2026

🔐 Is cybersecurity becoming the next major AI trade?

After seven straight positive weeks, the market may be slowing down — but some software companies are starting to rebound in a big way.

This week Adam and Blake discuss:
✔️ The recent market pullback and sector rotation
✔️ Why cybersecurity stocks are outperforming
✔️ Zscaler, CrowdStrike, and Palo Alto Networks
✔️ How AI is reshaping software and cybersecurity

👉 Watch the full update here: https://youtu.be/qc_5zNcVmGc

After seven straight positive weeks, the market finally showed sign...

05/15/2026

The AI rally keeps getting stronger.
Semiconductors, software, and even space-related investments are driving another huge week in the market, but with momentum this strong, risk management matters more than ever.
We break down where the opportunities are, what we’re watching closely, and why gold and silver may quietly be setting up for a comeback.
End of week market overview here:

Adam and Blake Anderson from WealthGuard Advisors review recent market action in the S&P 500 and address one of the most common questions they are getting from clients right now, cryptocurrency. After November’s pullback and recovery, the market is sitting just below all time highs. From there, th...

05/13/2026

Roth conversions can be an excellent long-term planning strategy, but converting too much in a single year could push you into a higher tax bracket and create a much larger tax bill than expected.

In Part 2 of this series, we discuss one of the most common Roth conversion mistakes we see: converting too much at once instead of using a more intentional multi-year strategy.

Good Roth conversion planning is not just about whether to convert. It is about how much to convert, when to convert, and which tax brackets make sense to fill over time.

If you're considering a Roth conversion or wondering whether previous conversions were handled optimally, working with a Certified Financial Planner™ and tax professional can help ensure the strategy fits your overall financial picture.

05/12/2026

🚀 AI stocks keep climbing, SpaceX IPO rumors are heating up, and gold & silver may be finding support again.

This week Adam and Blake discuss:
✔️ The continued AI and semiconductor rally
✔️ How investors are getting exposure to SpaceX before its IPO
✔️ Why precious metals could be setting up for a rebound

👉 Watch the full update here: https://youtu.be/ZugCm_3ziYQ

Another massive week for the markets, with the S&P 500 climbing nearly 4% as AI, semiconductor, and software stocks continue their powerful momentum run.In t...