财富与家族办公室资讯

The T&E Inner Circle |The Intrigue and Potential of AI ↗

September 28, 2026 | 2:00 PM EST

The S&P 500 is nearing an ‘especially positive’ price — and the options market suggests a surge is likely ↗

Options bets and volatility are sending buy signals, which sets up the stock market for a potential upside breakout.

UAE ‘spy sheikh’ backs 49% stake in Trump family’s crypto bank venture, WSJ reports ↗

World Liberty’s proposed trust bank has preliminary federal approval as the Trump-backed crypto venture deepens its ties to a senior UAE official.

What Warsh will say and how the market will react, according to prediction markets ↗

Kalshi sees a low chance that Federal Reserve Chairman Kevin Warsh will mention "bond market" or "rate cut" at the annual Jackson Hole Symposium.

Trump signs order to rename Lake Ontario 'Lake America' amid Canada trade war ↗

President Donald Trump signed an executive order that he said will "immediately" change the name of Lake Ontario to "Lake America."

Marvell is boosting its forecasts, but that’s not enough to lift its stock ↗

The chip maker didn’t offer much upside to estimates with its July-quarter results.

Fed Chairman Kevin Warsh delivers his key Jackson Hole speech Friday. Here's what to expect ↗

Prior Fed chairs have used the speech as an opportunity to lay out broad policy frameworks and intentions.

20 stocks likely to lose money even if the bull market continues ↗

Certain stocks are such poor bets that they are likely to lose ground even in bull markets.

Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence ↗

Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.

Gap shares jump 12% after company names new Old Navy CEO to revive struggling brand ↗

Gap announced a new CEO for Old Navy on Thursday as the brand reported a decline in comparable sales for the most recent quarter.

Nvidia is getting too big, and that’s a problem ↗

The chip giant has become the corporate equivalent of the Los Angeles Dodgers as it outspends and outmaneuvers the competition.

AI bursts to the front of Massachusetts Democratic Senate primary ↗

The fight over AI and its associated data center infrastructure has spilled into election-after-election this year.

CrowdStrike posts best day ever, Okta's stock pops nearly 29% as rising AI threat lifts earnings ↗

AI adoption is pushing customers to spend more on cybersecurity tools from companies such as CrowdStrike and Okta

Salesforce rockets 22% for second-best day ever, leading software rally ↗

Salesforce reported a strong beat on second-quarter earnings and announced an expanded AI partnership with Anthropic.

My mother, 91, has dementia. Every bank says I need her signature to unlock her $100,000 stock certificate. What can I do? ↗

“These shares are the only assets in her estate without designated beneficiaries.”

4th SER summit to expand only industry network of its kind ↗

SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.

The $40 trillion national debt is growing while Social Security goes broke—because wealthy Boomers are collecting over $100k in benefits per year ↗

Boomers are getting 265% returns from Social Security—and the “great wealth transfer” won’t save Gen Z.

Good Good Golf ad fallout deepens as Callaway ends partnership, retailers pull gear and Golf Channel delays show ↗

A controversial ad from Callaway Golf that was made by Good Good Golf has caused a firestorm online for showing a male player shoving a female golfer to the ground after she attempts to use his driver.

Donald Trump Jr. told Republican state attorneys not to fight prediction markets, NY Times reports ↗

The president's son, who is an advisor to two prediction market platforms, told Republican attorneys general to back off on the industry, the Times reported.

In border states, even Trump’s own party wants the Canada fight to be over ↗

Governors, senators, and automakers in Maine, Vermont, and Michigan have spent 18 months warning the White House a trade war with Canada would bite.

A consultant who once railed against ‘the billionaire boys club’ is now leading opposition to California’s wealth tax ↗

Ned Wigglesworth once blasted big donors for buying influence. Today, he’s helping lead a nine-figure campaign against Prop. 40

How a tax credential can help advisors keep business 'sticky' ↗

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

Texas Senate hopeful Talarico teams with Mark Cuban on plan to break up healthcare 'monopolies' ↗

Texas Democratic Senate candidate James Talarico unveiled a plan to bust what he says are healthcare monopolies in an effort to lower costs.

Family offices are making a bullish bet on the stock market, according to CNBC Family Office Portfolio Tracker ↗

The data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets.

This new Social Security math could lead us down a dangerous road ↗

What are taxpayers entitled to?

‘She looked into COBRA’: My friend was laid off and lost her health insurance. How can she find affordable coverage? ↗

“The cost is absolutely ridiculous.”

SpaceX shares are doing something very unusual. Options traders are taking note ↗

After debuting as the most volatile stock among its large-cap peers, Elon Musk's astronomic equity hasn't moved in three weeks.

Bitcoin is having a great month—but Solana is doing even better as coin soars above $100 ↗

Investors have found fresh reasons to buy Solana beyond Bitcoin’s comeback.

What's expected at Apple's September event — plus, an uneven rally in AI stocks ↗

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

August apartment rents turn positive for the first time in four years ↗

Apartment rents are finally turning positive as vacancies drop, thanks to less new supply.

I just had my first baby and don’t want to go back to work. Is quitting for a year a bad idea? ↗

“I really don’t want to miss my baby’s first year.”

How will stocks perform when the Fed chair speaks at Jackson Hole? Here’s what history tells us. ↗

Kevin Warsh is due to deliver his first Jackson Hole speech since taking the helm at the Federal Reserve. Here’s what to expect from markets.

'We have a limited window': 116 companies, entities sign on to major AI cyber defense push ↗

The letter also urged a coordinated government effort to make cyber defense accessible to critical infrastructure under pressure.

SK Hynix CEO says Indiana will be key memory production base by 2030, first U.S. facility now underway ↗

At the groundbreaking ceremony for SK Hynix's first U.S. facility, CEO Kwak Noh-Jung says Indiana will be a key memory production base by 2030.

Anthropic makes first move into physical AI with new way for scientists, manufacturers to bring equipment to life ↗

The Model Hardware Standard (MHS) works with any AI model, not just Claude, but for now only a handful of companies can access the research preview.

OpenAI bans pro-Russia ChatGPT accounts used to spread pro-Kremlin content including an Israel-based think tank using real researchers’ names ↗

OpenAI claims Russian users hid behind VPNs to push a think tank tied to an influence operation and spread pro-Russia content online.

Brian Sullivan: Gulf nations are unlikely to agree to a toll plan for Strait of Hormuz safe passage ↗

Gulf nations will be reluctant to agree to or adhere to a fee or toll for safe passage through the Strait of Hormuz, according to my conversations.

Fed's Hammack says 'now is the time to act' on raising interest rates ↗

She still thinks the Fed needs to take action against inflation that is straining household budgets.

The AI Odyssey: How a primal fear from the Ancient Greek world has been awakened by new technology ↗

Long before chatbots, the Greeks built an entire philosophy around the anxiety that rules 2026. We are all Odysseus, sailing through the the sirens' call.

Why to delay claiming Social Security — even when COLAs are high ↗

New estimates show the Social Security cost-of-living adjustment for 2027 may be up to 3.6%. Retirees may benefit from the boost even if they wait to claim.

‘Clearly, people hate data centers’: Sam Altman admits Americans hate what he’s wrought as his own data centers head quits ↗

Seven in 10 Americans oppose an AI data center near them, even as OpenAI adds multi-gigawatt projects across the U.S

The Diamond Podcast for Financial Advisors: Vanguard Acquires Altruist ↗

What it means for advisors and the industry.

Chinese open-source AI is starting to win over U.S. businesses ↗

New spending data suggests companies are increasingly turning to cheaper, customizable open models—including fast-improving systems from China.

We laid him off. Then we hired him back ↗

When we rehired Jonathan at Syndio, he logged back in and found our cold, corporate restructuring announcement still sitting in his inbox. Gut punch.

Nvidia is bolstering support for Chinese open AI models as it warns of White House crackdown ↗

Nvidia is optimizing hardware for DeepSeek and Qwen while warning that potential U.S. restrictions on models originating in China could hurt its business.

After Meta's landmark settlement with state AGs, legal headaches remain ↗

Meta's agreement to settle a federal social media addiction case with state AGs doesn't absolve the company of similar litigation or potential regulation.

Wells Fargo Steps Up Wealth Hiring After $1.5 Billion Revamp ↗

NY Broker Sentenced to 70 Months for $686K Wire Fraud, Identity Theft ↗

Dean Dellas of Cazenovia, N.Y., manipulated client documents and impersonated investors to steal funds through unauthorized withdrawals and excessive advisor fees over a two-year period.

Best Buy beats quarterly estimates and hikes its outlook, but stock falls ↗

Best Buy raised its full fiscal-year outlook on Thursday after reporting a stronger-than-expected first-half performance.

CIA chief John Ratcliffe reportedly made secretive Moscow trip to warn Russia against attacking NATO ↗

Russia and Ukraine have intensified long-range drone and missile strikes as fears of further escalation grow.

Salesforce stock jumps 13% on AI growth and Anthropic investment gain ↗

Salesforce's Anthropic stake led to higher profit in the latest quarter.

Why these analysts say bitcoin will double by next year — and could reach $500,000 by the end of the decade ↗

Bitcoin has had a revival lately. Bernstein analysts think the cryptocurrency is headed for a new high of $300,000 by 2029.

International student enrollment falls amid tighter U.S. visa policies, reports show ↗

Amid changes to student visa policies, colleges and universities are likely to see fewer international students enrolled this fall, reports show.

Buying 30-year bonds? Locking in today’s rates could hurt your retirement planning. ↗

Right now the bond market is acting in a way it hasn’t in two decades, and a lot of people are going to be caught off guard by what that means for the “safe” part of their money.

CrowdStrike’s stock has jumped after record-breaking earnings. Wall Street is lapping it up. ↗

A number of Wall Street banks, including Jefferies, raised their price targets for the cybersecurity’s stock following its record-breaking results.

RFK told Congress he didn’t go to Samoa in 2019 to study measles vaccines — so why does his old letter mention it eight times? ↗

The discrepancy could prompt congressional action, but legal experts consider that unlikely under the Republican-led Congress

This is ‘one of the worst’ credit card habits, experts say—41% of cardholders do it ↗

Missing a credit card payment can damage your credit for years, while paying only the minimum can leave you in debt for decades.

‘It’s the ultimate regifting’: My mom gave me a house. Should I transfer it back to her to reduce capital gains? ↗

“The property is very old and requires significant ongoing maintenance.”

Jim Cramer's top 10 things to watch in the stock market Thursday ↗

Fed's Lisa Cook turns mortgage allegations back on Trump and his Cabinet ↗

The Supreme Court in late June blocked Trump from firing Cook from the Federal Reserve, but left the president with a path to try again to remove her.

Extreme weather has cost California farmers over $800 million this year ↗

Legacy farming practices depend on predictable weather patterns, but today's extreme weather requires effective, real-time interventions.

What the Buss family Lakers dispute can teach the wealthy about trusts ↗

Jeanie Buss, governor of the Lakers, is contesting her siblings' decision to sell the family's remaining stake in the NBA team.

The toy industry's latest craze is cheap, colorful and very squishy ↗

Squishy toys are booming, with social media and low prices helping fuel the craze.

Kansas City Fed's Schmid says inflation 'stubborn' and 'sticky,' policy rate not restrictive ↗

The policymaker stopped just short of calling for an interest rate hike.

‘The relationship quickly deteriorated’: My friend’s lawyer settled his injury case without his consent. What can he do? ↗

“His former lawyer is now holding the settlement funds, maintaining that he is entitled to attorney’s fees.”

Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved. ↗

“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.”

American Airlines adds batch of new international routes on its XLR planes ↗

American is adding seven routes to its 2027 schedule, with the majority heading to smaller European cities from its Philadelphia hub or from New York City.

Bond jitters, AI demand and tariff threats. Inside the new darling of the hard-asset trade: copper. ↗

Copper just hit a fresh record, while one ETF tracking the metal is up nearly 20% in August and on pace for its best month on record.

Here’s how the private-listing war between Zillow and Compass could cost home buyers and sellers ↗

Real-estate giants Compass and Zillow are battling over control of home listings. Consumer advocates and industry experts warn that buyers and sellers could pay a price.

You don’t have to agree with AOC’s politics to support the public conversation she started for American women ↗

Two fertility doctors say AOC has sparked a conversation women need to have much earlier about their reproductive futures.

Current price of oil as of August 27, 2026 ↗

When oil prices change, it affects your energy costs—and even the price of everyday items. Here’s why.

U.S. considers fresh round of tariffs on semiconductors, report says ↗

As tech giants race to beat China in the AI infrastructure buildout, the U.S. is reportedly considering enforcing tariffs on semiconductors.

David Tisch has always been a collector. His firm’s biggest prize is a $1 billion return on Cursor ↗

How BoxGroup and David Tisch hit it big with a once-unlikely bet.

Does a 2% beneficiary inherit 100% if the 98% beneficiary dies in a car accident? Asking for a friend. ↗

“I’m curious what would happen if the account owner were to die suddenly at the same time as the 98% beneficiary.”

Nvidia agrees to buy Hugging Face for $12.9 billion, reports ↗

The AI chip giant is in advanced talks to acquire the open-source AI hub, a move that would help to cement its grip on the open-source AI ecosystem.

Salesforce stock is jumping. What Wall Street is saying about its earnings and its Anthropic relationship. ↗

Shares in the software company climbed in premarket trading. Citigroup and Jefferies both lifted their price targets for the stock.

Wilbur Ross led trade talks with Canada in Trump’s first term—he says it’s more difficult now because Canadians simply don’t like the U.S. as much ↗

"The Canadians have adopted a very negative attitude toward the U.S. in general, and we can argue, is that justified? Is it not? It doesn't matter."

Meta’s $18 billion settlement won’t be enough to escape its trust problem ↗

Also: All the news and watercooler chat from Fortune.

Qatari PM heads to Iran to 'de-escalate tensions' as tanker attack tests Trump’s Hormuz claim ↗

The Prime Minister of U.S.-ally Qatar is in Iran for talks on Thursday as part of efforts to "de-escalate tensions" between Tehran and Washington.

Bank of Korea delivers back-to-back rate hikes as core inflation stays elevated ↗

The Bank of Korea hiked rates by 25 basis points to 3%, its highest since January 2025 and in line with expectations.