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Stock Market Insights: Beyond AI - what corporate America is really saying about the economy
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. As second-quarter earnings season comes to a close, the financial media continues to focus almost exclusively on artificial intelligence and the handful of mega-cap technology companies driving the market higher. While those businesses remain impressive, they are no longer the most interesting story. What has caught my attention is the growing number of companies outside the technology se

Joe Shearer, CPFA
4 min read


Stock Market Insights: When the headlines feel heavy, stay grounded
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. On Monday morning, my wife dropped our 10-year-old son off at church camp. It’s his first time spending four nights away from home. Throughout the day I kept thinking about all the things I couldn't control. Would he make friends? Would he remember to put on sunscreen? Would he sleep well? As parents, our minds naturally drift toward every possible scenario.Then it hit me: investing often

Joe Shearer, CPFA
3 min read


Stock Market Insights: Earnings season - Wall Street wants more than AI hype
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. Summer temperatures are heating up, and so is second-quarter earnings season. This week, all eyes are on Alphabet and Tesla as they report quarterly results. While both companies are always market movers, this time investors may be paying less attention to the earnings numbers themselves and more attention to what management says about artificial intelligence. The AI race has become inc

Joe Shearer, CPFA
3 min read


Stock Market Insights: Show me the money – what’s next for markets?
The Federal Reserve is also entering a period of change under new leadership. The new chairman will have plenty on his plate, including stubborn inflation, concerns about economic growth and jobs, and no shortage of political pressure over where interest rates should go next.

Joe Shearer, CPFA
3 min read


Stock Market Insights: Stock market outlook for the second half of 2026 - where investors should focus
I am more in favor of U.S. stocks over international stocks.

Dr. Richard Baker
4 min read


Stock Market Insights: S&P 500 earnings face a big test as AI drives corporate profits
As the quarter ends, corporate America closes its books and prepares to report results to shareholders over the coming weeks.

Dr. Richard Baker
3 min read


Stock Market Insights: What Kevin Warsh’s new Fed means for interest rates, inflation and investors
Warsh used his first press conference as chairman of the Fed to lay out his plan to usher in reforms by year-end. Most analyst

Dr. Richard Baker
4 min read


Stock Market Insights: Can stocks keep climbing? Why valuations may drive next market rally
It’s already been a great year for stocks, with the S&P 500 total return of almost 10% year to date. The next leg higher may require more help from higher valuations than positive earnings surprises.

Dr. Richard Baker
3 min read


Stock Market Insights: History's biggest AI spending boom - opportunity or overhype?
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. This morning started differently than I expected. My daughter has been dealing with a virus for several days, and after a virtual visit with her doctor, we learned she may have chicken pox. As any parent knows, moments like that come with a lot of uncertainty. Are you sure it’s chickenpox? How severe will it be? How long will recovery take? Will anyone else in the house get sick? You don'

Joe Shearer, CPFA
4 min read


Stock Market Insights: When caution becomes costly--the new risk facing investors in 2026
The S&P 500 recently posted its longest winning streak in more than a year, closing at new record highs as investors continue pouring money into equities.

Joe Shearer, CPFA
3 min read


Stock Market Insights: Big tech’s AI spending boom is reshaping the bond market
Dr. Richard Baker, AIF®, is the CEO and executive wealth advisor at Fervent Wealth Management. We were so nervous! In 1997, my wife and I bought our first house and signed the papers for our $18,800 mortgage. going into debt for the first time. Looking back now, it wasn’t much money, but that debt felt like a huge responsibility. I suspect the tech companies aren’t nearly as nervous about their new debt as we were. Big tech companies are spending a tremendous amount of c

Dr. Richard Baker
3 min read


Stock Market Insights: Oil, fertilizer and the new desert trade routes around Iran
Shipping fertilizer over a huge landmass will never be as cheap or efficient as shipping by sea, but it is starting to lessen the global fertilizer shortage.

Dr. Richard Baker
3 min read


Stock Market Insights: Revisiting small caps in a changing market
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. Last weekend, I had one of those rounds of golf that didn’t make much sense on paper. Typically, my strength is putting, the part of my game I rely on to save strokes and stay consistent. But this time, it was the opposite. My driver was dialed in, my irons were sharp, and I was giving myself great looks all day. The problem? I couldn’t make a putt. It was a good reminder that performan

Joe Shearer, CPFA
4 min read


Stock Market Insights: AI’s hidden winners - how memory and storage stocks are driving market gains
Often, discussions about technology focus on AI chips, but memory and storage stocks have been key drivers of the market's recent record highs.

Dr. Richard Baker
3 min read


Stock Market Insights: Retail investors are ignoring risk—and driving the market anyway
There are a lot more individual investors trading than at any time in history.

Dr. Richard Baker
4 min read


Stock Market Insights: Bank earnings - what it told us about the economy
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. Last weekend, I was coaching my kids’ youth baseball team in a tournament. They didn’t play perfect baseball, far from it. There were a few errors and missed opportunities, but they kept showing up each inning, putting the ball in play, getting walked, stealing bases and finding a way to stay in the game. They were resilient. Not dominant. Not flawless. But steady enough to keep moving fo

Joe Shearer, CPFA
3 min read


Stock Market Insights: Markets surge after U.S.-Iran ceasefire as oil plunges 17% amid extreme volatility
Dr. Richard Baker, AIF®, is the CEO and executive wealth advisor at Fervent Wealth Management. My dad caught my brother and me having a BB gun war. I hid behind a tractor tire trying to shoot my brother's baseball cap off, and my brother was using his Daisy BB gun to try to give me another cowlick. When Dad came around the corner, there was an immediate ceasefire. Hopefully, the Middle East ceasefire won't be as painful as our BB war. Shortly after news broke about a two-

Dr. Richard Baker
3 min read


Stock Market Insights: War, oil and volatility - why the stock market still looks ready to rise
Dr. Richard Baker, AIF®, is the CEO and executive wealth advisor at Fervent Wealth Management. When I was in high school, the baseball team on the north end of our county had a pitcher with a killer 12-6 curveball. He made us look silly with our big swings and misses. That is, until we figured out his signs and started hitting him hard. We could be seeing signs right now that might help us hit some stocks out of the park. As the first quarter of the market year comes to a

Dr. Richard Baker
3 min read


Stock Market Insights: Five reasons U.S. stocks remain resilient amid the Iran War and oil shock
Here are five reasons why the U.S. economy has been insulated from this current crisis and why U.S. stock markets aren’t overreacting.

Dr. Richard Baker
3 min read


Stock Market Insights: While you were watching oil, a few stocks quietly surged
That brings us to an interesting market story unfolding this week. While most financial news has been focused on oil prices, another market has been quietly moving in a way that could eventually affect the cost of the food we eat.

Joe Shearer, CPFA
3 min read
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