KWB Wealth

09/04/2026

When is the last time you reviewed your will or trust?

August is National Make-A-Will Month, making it a good time to revisit the documents you already have in place. When we meet with clients, we review existing wills and trusts from a financial planning perspective, helping identify potential gaps, an unfunded trust, or outdated beneficiary designations.

Our latest blog explains why keeping these documents current matters and how we can help support the process.

Read more: kwbwealth.com/blogs/your-will-and-trust-might-not-do-what-you-think

Investing involves risk. This is informational, not advice.

09/03/2026

Registration is officially open for our 15th Annual Semper Fi & America’s Fund Charity Golf Tournament! ⛳🇺🇸

Join us Friday, April 16, 2027, at Morongo Golf Club at Tukwet Canyon for a day of golf with an even greater purpose. Register here: www.semperfigolftournament.com/registration

For 15 years, our players, sponsors, and community have come together to support our veterans and military families, and 100% of the funds raised go directly to Semper Fi & America’s Fund.

Whether you’re joining us on the course or supporting the tournament as a sponsor, we’d love to have you be part of another meaningful year.

📅 Friday, April 16, 2027
📍 Morongo Golf Club at Tukwet Canyon
⛳ Tee-off: 8:00 a.m.

09/02/2026

AI continues to fuel business investment and market momentum, but stronger growth may also complicate the Federal Reserve’s fight against inflation.

This week’s Commentary looks at the connection between AI-driven growth, interest rates, and market performance, along with an important retirement planning question: how can thoughtful withdrawal strategies help retirement savings last longer?

Read this week’s commentary: kwbwealth.com/wmc-9-1-26

Investing involves risk. This is informational, not advice.

08/27/2026

A strong stock market doesn’t always mean consumers feel confident about the economy.

While households remain focused on inflation and purchasing power, investors are looking ahead to what the economy and companies could deliver next.

See what’s driving the disconnect in this week’s Market Commentary.

Read more: kwbwealth.com/wmc-8-25-26

Investing involves risk. This is informational, not advice.

KWB Wealth | Redlands, CA: Check out our resources offering the latest insights for helping to manage your wealth.

08/26/2026

A few of our advisors recently attended the 2026 FPA Gather Conference, connecting with industry peers and exploring new ideas shaping the future of financial planning.

Investing in the long-term development of our team helps us challenge our thinking, strengthen the way we serve, and continue evolving alongside our clients and their families.

The goal is to keep building towards a brighter future.

Investing involves risk. This is informational, not advice.

08/21/2026

A few days in San Diego gave our team the chance to come home with new ideas for something we care deeply about: creating an exceptional experience for our clients and their families.

At the Focus Conference, a few lessons stayed with us: be intentional with every interaction, continue learning, and ask thoughtful questions that open the door to creative solutions.

What’s one experience with a business that left a lasting impression on you?

Investing involves risk. This is informational, not advice.

08/20/2026

Reading the economy right now means looking beyond a single headline.

Inflation cooled slightly, while consumer spending and declining consumer sentiment raised new questions about the strength of the economy. At the same time, bond markets are weighing government debt, persistent supply pressures, and what those forces could mean for interest rates ahead.

Read this week’s Commentary: kwbwealth.com/wmc-8-18-26

Investing involves risk. This is informational, not advice.

08/18/2026

The rate cut many expected never came, but for some investors, that isn’t entirely bad news.

Higher rates can create meaningful income opportunities in areas of a portfolio often used for stability, including cash and high-quality bonds. The goal isn’t to predict the Fed’s next move. It’s to build a strategy designed to work through either outcome.

Click to read more: kwbwealth.com/blogs/the-rate-cut-that-didnt-come

✉️ [email protected] / 📞 909-307-8220

Investing involves risk. This is informational, not advice.

08/13/2026

What's driving the market rally?

Strong corporate earnings are helping support stocks, even as hiring slows and inflation begins to cool. This week’s Market Commentary breaks down what these trends could mean for the economy and the bigger picture ahead.

Read the full commentary: kwbwealth.com/wmc-8-11-26

Investing involves risk. This is informational, not advice.

08/12/2026

AI is changing the workforce, but change doesn’t always mean replacement.

In our latest Economic Outlook, we take a closer look at what advances in AI could mean for jobs, productivity, and the broader economy. As technology evolves, understanding the bigger picture can help you separate the headlines from the longer-term trends.

https://youtu.be/o_UWYKCW-NI?si=Xcjzb5BFaVLwmZat

Investing involves risk. This is informational, not advice.