KWB Wealth

08/27/2026

A strong stock market doesn’t always mean consumers feel confident about the economy.

While households remain focused on inflation and purchasing power, investors are looking ahead to what the economy and companies could deliver next.

See what’s driving the disconnect in this week’s Market Commentary.

Read more: kwbwealth.com/wmc-8-25-26

Investing involves risk. This is informational, not advice.

KWB Wealth | Redlands, CA: Check out our resources offering the latest insights for helping to manage your wealth.

08/26/2026

A few of our advisors recently attended the 2026 FPA Gather Conference, connecting with industry peers and exploring new ideas shaping the future of financial planning.

Investing in the long-term development of our team helps us challenge our thinking, strengthen the way we serve, and continue evolving alongside our clients and their families.

The goal is to keep building towards a brighter future.

Investing involves risk. This is informational, not advice.

08/21/2026

A few days in San Diego gave our team the chance to come home with new ideas for something we care deeply about: creating an exceptional experience for our clients and their families.

At the Focus Conference, a few lessons stayed with us: be intentional with every interaction, continue learning, and ask thoughtful questions that open the door to creative solutions.

What’s one experience with a business that left a lasting impression on you?

Investing involves risk. This is informational, not advice.

08/20/2026

Reading the economy right now means looking beyond a single headline.

Inflation cooled slightly, while consumer spending and declining consumer sentiment raised new questions about the strength of the economy. At the same time, bond markets are weighing government debt, persistent supply pressures, and what those forces could mean for interest rates ahead.

Read this week’s Commentary: kwbwealth.com/wmc-8-18-26

Investing involves risk. This is informational, not advice.

08/18/2026

The rate cut many expected never came, but for some investors, that isn’t entirely bad news.

Higher rates can create meaningful income opportunities in areas of a portfolio often used for stability, including cash and high-quality bonds. The goal isn’t to predict the Fed’s next move. It’s to build a strategy designed to work through either outcome.

Click to read more: kwbwealth.com/blogs/the-rate-cut-that-didnt-come

✉️ [email protected] / 📞 909-307-8220

Investing involves risk. This is informational, not advice.

08/13/2026

What's driving the market rally?

Strong corporate earnings are helping support stocks, even as hiring slows and inflation begins to cool. This week’s Market Commentary breaks down what these trends could mean for the economy and the bigger picture ahead.

Read the full commentary: kwbwealth.com/wmc-8-11-26

Investing involves risk. This is informational, not advice.

08/12/2026

AI is changing the workforce, but change doesn’t always mean replacement.

In our latest Economic Outlook, we take a closer look at what advances in AI could mean for jobs, productivity, and the broader economy. As technology evolves, understanding the bigger picture can help you separate the headlines from the longer-term trends.

https://youtu.be/o_UWYKCW-NI?si=Xcjzb5BFaVLwmZat

Investing involves risk. This is informational, not advice.

08/06/2026

The Federal Reserve held interest rates steady last week, while comments from its new Chair influenced expectations across stock and bond markets.

This week’s commentary looks at the Fed’s latest decision and how interest rates can affect inflation, government borrowing, and the broader economy. We also explore the connection between Social Security, Medicare costs, taxes, and retirement income planning.

Read more: kwbwealth.com/wmc-8-4-26

Investing involves risk. This is informational, not advice.

08/05/2026

Our 2026 Mid-Year Economic Outlook webinar replay is now available!

Kerry, Quentin, and Mike explore America at 250, the next wave of growth, the IPO market, and where returns may come from in the years ahead.

Watch the replay: www.youtube.com/watch?v=o_UWYKCW-NI

Investing involves risk. This is informational, not advice.

08/04/2026

The rate cut many expected in 2026 hasn’t arrived, but that isn’t necessarily bad news for retirees and long-term savers.

Higher interest rates can create trade-offs across the economy and markets, while also allowing cash, CDs, and high-quality bonds to generate more meaningful income. Our latest blog explores what the Fed’s approach may mean for retirement income and why a well-built plan should be prepared for rates to move in either direction.

Read the full blog: kwbwealth.com/blogs/the-rate-cut-that-didnt-come

Investing involves risk. This is informational, not advice.