Wealth and Wisdom: Week of August 10, 2026
- 3 hours ago
- 3 min read
August is typically a sleepy month on Wall Street, when many big stock traders and their money go on vacation. It’s also long been assumed that investment performance tends to suffer in the final full month of summer – but that’s actually a myth – and so far, 2026 is refuting that canard.
Stock investors have been reaping the benefits of a massive spending spree on AI infrastructure, which has translated into a surge of earnings growth, especially among the companies making and selling that infrastructure. And while soaring earnings may justify soaring stock prices over the short term, history reminds us that above-average growth rates and equity returns are rarely sustainable for long periods of time. AI might be here to stay – but market euphoria is a different story.
The technology is getting better and more sophisticated every day – but where do you turn if the financial advice you’re getting from AI turns out to be bad? (Reading time: 6 minutes)
We save more money, spend it more wisely, and largely avoid extravagance. Here’s what the rest of the world can learn from us. (Reading time: 5 minutes)
Money compounds faster when it isn’t taxed along the way. Here’s how IRAs and Roth IRAs can help you at every stage of life. (Reading time: 4 minutes)
As a Wealth and Wisdom reader, you know the benefits of saving, investing, and compounding. But have you decided what it’s all for? (Reading time: 7 minutes)
Now there’s a concrete goal – and here’s how to make it happen. (Reading time: 3 minutes)
This is exactly what I’ll be addressing in our August 27 webinar – and you’ll be getting an email invitation soon. (Reading time: 4 minutes)
We’re getting married later (if at all) and having children is no longer automatic. So, who will take care of us when we get old? (Reading time: 4 minutes)
How required minimum calculations are figured each year – and some ideas for what to do with them. (Reading time: 4 minutes)
Giving money directly from your IRA to a charity can be a win-win-win scenario – if you understand the rules. (Reading time: 5 minutes)
Bucket lists are overrated. Happiness in retirement comes down to having a reason to get up every morning – even when you don’t have to. (Reading time: 3 minutes)
Words to the Wise
“Your habits become your values. Your values become your destiny.”
– Mahatma Gandhi
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Brown Family Wealth Advisors and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Expressions of opinion are as of this date and are subject to change without notice. Past performance does not guarantee future results. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Brown Family Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Dividends are not guaranteed and must be authorized by the company’s board of directors.
