Blog

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.22...

AI Gives Answers. Guidance Requires Judgment.

Wesley FriersonBFA™, SE-AWMA®

Tuesday, September 22, 2026

Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the...

Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volatile AI trade. The Standard & Poor’s 500 Index declined 0.09 percent, while the Nasdaq Composite Index rose 0.72...

Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1...

Stocks were mixed last week as markets continued to navigate geopolitical concerns and new signals about short-term interest rates. The Standard & Poor’s 500 Index edged up 0.09 percent, while the Nasdaq Composite Index rose 0.40...

IPO Reality vs. The Headline Narrative

Wesley FriersonBFA™, SE-AWMA®

Tuesday, September 1, 2026

When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it's everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the...

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

When Your Parents Need You to Be the Adult

Wesley Frierson BFA™, SE-AWMA®

Tuesday, August 25, 2026

There is usually no single moment when the roles begin to shift. It may be a confusing medical bill. A missed payment. A scam text they almost clicked. A question about an account they have had for years. A conversation where they...

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at investor sentiment. The Standard & Poor’s 500 Index added 0.36 percent, while the Nasdaq Composite Index edged up 0...

Before They Board the Plane: A Financial Guide for Study Abroad Families

Wesley Frierson BFA™, SE-AWMA®

Tuesday, August 11, 2026

Studying abroad is one of the most formative investments a family can make. The financial side, however, often gets less attention than it deserves. In the most recent academic year, 298,180 U.S. students studied abroad for academic...

Stocks bolted ahead last week as investors cheered the last big week of Q2 corporate reports and a Friday jobs update that put the spotlight on the Fed's next move with short-term rates. The Standard & Poor's 500 Index advanced 3.57...

Stocks ended last week down as Q2 corporate results, Middle East developments, and the chips trade took investors for a choppy ride. The Nasdaq Composite Index was under the most pressure, falling 2.13 percent. The Standard & Poor’s...

Does the New Tax Law Impact Your Estate Strategy?

Wesley FriersonBFA™, SE-AWMA®

Tuesday, July 28, 2026

The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules...

Stocks ended last week down as Q2 corporate results, Middle East developments, and the chips trade took investors for a choppy ride. The Nasdaq Composite Index was under the most pressure, falling 2.13 percent. The Standard & Poor’s...

Stocks fell last week as the chip-stock trade entered a selloff phase, despite upbeat news on inflation. The Standard & Poor’s 500 Index fell 1.55 percent, while the Nasdaq Composite Index declined 2.90 percent. The Dow Jones...

Trump Accounts Are Now Open - What You Need to Know

Wesley FriersonBFA™, SE-AWMA®

Tuesday, July 14, 2026

A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the Internal Revenue Code as part...

Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages higher amid renewed conflict. The Standard & Poor’s 500 Index rose 1.23 percent, while the Nasdaq Composite Index...

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.77 percent, while the Nasdaq Composite Index advanced 2.12 percent....

Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure on the broader market. The Standard & Poor’s 500 Index fell 1.95 percent while the Nasdaq Composite Index skidded...

The Retirement Conversation Couples Keep Avoiding

Wesley FriersonBFA™, SE-AWMA®

Tuesday, June 23, 2026

As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500 Index rose 0.93 percent through Thursday’s close, while the Nasdaq...

Introducing Rightview Private Wealth: A New Name Reflecting Our Vision

Wesley FriersonBFA™, SE-AWMA®

Tuesday, June 16, 2026

Frierson Capital Management is now Rightview Private Wealth—same team, same services, same fiduciary commitment.

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...