Market Snapshot – August 2026

The month’s Market Pulse talks about how artificial intelligence is reshaping the economy, workforce and investment landscape—from productivity gains and emerging opportunities to job displacement and evolving business models.
Weaver Capital Advisors Strengthens Investment Services with New Portfolio Manager William Purvis

HOUSTON (July 16, 2026) — National accounting and advisory firm, Weaver, is pleased to announce that William Purvis has joined Weaver Capital Advisors as a portfolio manager. Based in Dallas, he will work closely with the firm’s wealth advisors to support portfolio construction, investment strategy and ongoing portfolio management for clients.
Market Snapshot – July 2026

The month’s Market Pulse talks about today’s market environment with perspectives on rising yields, equity performance and opportunities across diversified portfolios and alternative assets.
Market Snapshot – June 2026

The month’s Market Pulse talks about today’s market environment, with perspectives on rising yields, equity performance and opportunities across diversified portfolios and alternative assets.
Market Snapshot – May 2026

The month’s Market Pulse talks about how global markets remain resilient despite energy-driven volatility, with strong earnings, AI-driven growth, and improving valuations supporting a constructive outlook across equities and emerging markets.
Market Snapshot – March 2026

The month’s Market Pulse highlights a constructive global outlook for 2026, with moderating inflation, supportive economic growth, and evolving investment opportunities across AI, emerging markets and small-cap equities.
Market Snapshot – February 2026

This month’s Market Pulse highlights expectations for accelerating US growth, resilient global equities, and continued opportunities across small caps, global markets, and gold—tempered by fiscal, geopolitical, and policy risks.
Market Snapshot – January 2026

Market Pulse: 10 for 2026 outlines a constructive but late-cycle global outlook, with moderating inflation, expected Fed rate cuts, and improving growth supporting opportunities in equities—particularly in emerging markets—despite elevated valuations and macro risks.
Three Questions Every Fiduciary Should Ask About Their 401(k)

Keep your 401(k) competitive and compliant. Learn the three essential questions fiduciaries should ask to strengthen retirement plan oversight.
Market Snapshot – September 2025

Investors just watching the top of the US equity market may be missing opportunities, in our view. Global small caps have been one of the best performing asset classes this year, led by small cap stocks in developed markets outside of the US.