Park City Wealth Advisors

10/02/2026

The labor market continues to demonstrate stability. Unemployment remains well below the 30‑year average, wage growth is aligned with long‑term norms, and job creation is showing improved breadth across sectors. After a period of softness last year, hiring momentum has strengthened in both Q1 and Q2.

Leading indicators reinforce this picture: initial claims remain within historically normal ranges, and continued claims have moderated after a brief uptick. Overall, there is little evidence of deterioration in employment‑related data, underscoring a healthy and resilient labor backdrop.

10/01/2026

Women are less likely to hold company stock, and when they do, they hold far less of it.

One analysis found that female employees held an average of just over $26,000 in company shares, compared to nearly $105,000 for male employees.

If part of your compensation is in equity, the question isn't just what it's worth today. It's whether you actually know what you're holding, and what happens to it if you leave, sell, or retire.

09/30/2026

GDP remains on a healthy trajectory, supported primarily by strong consumption. While second‑quarter growth moderated, the underlying drivers of demand remain intact. Net exports and private investment contributed some temporary softness, but the broader trend continues to align with long‑term expectations.

Consensus economist forecasts place third‑quarter GDP near 2%, with early indicators suggesting slightly stronger momentum. For an economy of this size, 2% growth is both sustainable and constructive, reinforcing the view that economic fundamentals remain stable.

09/30/2026

GET YOUR FINANCES IN ORDER | Morgan Lemaitre

What would happen if your family’s financial situation changed tomorrow? Women, secure your future.

Morgan Lemaitre, CFP® and Founder & CEO of Park City Wealth Advisors discusses an important conversation about why women should take an active role in understanding, creating, and protecting their family’s financial future.

Morgan explains that even in financially successful households, one partner may have most of the knowledge about the family’s money. That can leave the other partner unprepared when an unexpected life event—such as divorce, death, or a sudden loss of income—changes everything.

You don’t have to manage every financial decision yourself, but you should understand your financial life and know where you stand.

Learn more about Morgan Lemaitre and Park City Wealth Advisors at ParkCityWealthAdvisors.com.

09/29/2026

Stocks, Bonds & Beyond: How We Think About Building Your Portfolio | In-Person, Thursday, October 1

Equities. Fixed income. Alternatives. The words get thrown around constantly — but what do they actually mean for your money?

Join us for an in-person session where we break down how each asset class works, what drives returns, and how we think about building allocations that are intentional, not accidental.

Register here: https://buff.ly/1wCoLQD

Join us for an in-person session exploring simple, science-backed strategies to boost longevity and overall well-being, and how those choices support a stronger, more intentional life plan.

09/29/2026

Entrepreneurs: What's Your Exit Strategy Once You've Reached Success?

Most entrepreneurs spend years building a successful business—but far fewer spend the same amount of time planning what comes next.

Whether your goal is to sell your company, pass it on to the next generation, transition to a leadership team, or simply create financial freedom, the decisions you make before an exit can have a lasting impact on your wealth, taxes, and legacy.

At Park City Wealth Advisors, we help business owners prepare for life's biggest financial milestones by developing strategies that go beyond the transaction. From tax-efficient planning and investment management to estate planning and preserving generational wealth, we're here to help ensure your years of hard work continue working for you.

Success isn't just about building wealth—it's about knowing what to do with it when you've achieved it.

If you've spent years building your business, now is the time to start planning your next chapter.

📍 Park City Wealth Advisors
🌐 ParkCityWealthAdvisors.com

Park City Wealth Advisors, financial advisors in Park City, help high net worth entrepreneurs and families make the most of their wealth.

09/28/2026

Consumer financial health remains solid, with low debt service ratios and stabilizing delinquency trends across major categories. Yet sentiment remains far below historical norms, reflecting inflation’s persistent impact and the uneven distribution of financial stability.

The K‑shaped economy continues to shape outcomes: asset‑owning households have seen substantial net‑worth gains, while lower‑income households face disproportionate pressure from higher prices. This divergence highlights the need to evaluate consumer strength through both balance‑sheet data and lived experience.

09/28/2026

Do BOTH you and your partner know what the destination is?

Being on the same page with finances when creating a life together is important. Money decisions work best as a shared conversation, not a solo one, when both partners understand the plan, you're building toward the same future together.

09/24/2026

Fixed income has quietly become one of the most compelling parts of the market. Yields have risen across the curve, Treasuries are paying more than twice their long‑term median, and investors are finally being compensated for taking duration and credit risk.

And historically, your starting yield has been the strongest indicator of your five‑year return. With yields sitting near the top of their 15‑year range, the setup for long‑term fixed‑income investors is far better than it’s been in a long time.

09/23/2026

This year’s performance landscape looks very different from the last decade. Commodities are leading, emerging markets are the second‑strongest performer, and small caps have outpaced large‑cap growth, a notable reversal from long‑term trends.

Despite the rotation, fundamentals remain strong. Forward earnings growth expectations for 2026 exceed 30%, margins are elevated, and companies continue to invest heavily in AI infrastructure and long‑term innovation. While large‑cap growth has lagged year‑to‑date, the underlying drivers of future performance remain intact.

Valuations are elevated but supported by strong profitability. The question for investors is whether this rotation represents a new trend or a temporary pause. Given the earnings backdrop, it increasingly looks like the latter.