Platinum Wealth Solutions of Texas

08/25/2026

What could Social Security recipients see in 2027? 📈

Current estimates put next year’s COLA around 3.4%–3.6%, but the final number will depend on inflation data from the coming months.

For retirees, even a small change can make a difference when it comes to monthly income and purchasing power.


Source:

New estimates show just how much Social Security benefits may increase in 2027, based on new government inflation data.

08/21/2026

Back-to-school shopping is getting more expensive. 📚🎒

A new analysis found school supplies are up nearly 8% from last year, while the cost of a typical packed lunch has jumped 11%. Overall, families could spend roughly $4,000 per student on school supplies and lunches this year.

With costs continuing to rise, seasonal expenses can add up quickly.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/19/2026

AI is transforming the economy, but does that mean every AI investment will succeed?

The dot-com era offers valuable lessons for navigating today’s AI boom, from what investors can learn from history to why staying disciplined matters.

See what the dot-com bubble can teach us about AI.

What can the dot-com bubble teach investors about AI? Explore the parallels between the internet boom and today's AI market, including valuation and investment risk.

08/11/2026

Proposed tariffs on imported generic medicines could affect more than just drug manufacturers.

The plan aims to encourage more U.S. manufacturing, but it could also impact drug prices, supply chains, and the cost of everyday medications.

Since generic drugs make up about 90% of prescriptions in the U.S., this is a policy that could have wide-reaching effects.


Source:

Trump's generic drug tariff plan raises questions over prices, U.S. manufacturing and which drugmakers stand to gain or lose as details remain unclear.

08/07/2026

Please join us in welcoming Clifton Barnes - Investment Adviser Representative to Platinum Wealth Solutions of Texas!

Clifton brings more than 15 years of experience in tax planning and a lifelong connection to the financial services industry.

He believes financial planning is about more than numbers, it’s about understanding what matters most to each client and providing personalized guidance for the future.

Welcome to the team, Clifton! We’re happy to have you with us.

Get to know Clifton: crbarnesfinancial.com

08/06/2026

SpaceX Joins the Nasdaq-100 🚀

SpaceX has been added to the Nasdaq-100, meaning it could now become part of more index funds and retirement portfolios.

It's a good reminder that changes to major indexes can affect what you own through mutual funds and ETFs, even if you never buy the stock yourself.


Source:

The move could add the Elon Musk-led firm to many retirement portfolios.

08/05/2026

What does Enron have to do with today’s AI boom?

While the technology may be different, history can offer valuable lessons about market excitement, investor expectations, and the importance of looking beyond the headlines.

Explore the parallels between past market cycles and today’s AI investment landscape in Part 2 of our AI Economy series: https://platinumwealthsolutionsoftexas.com/blog/the-ai-economy-part-2-what-enron-can-teach-investors-about-the-ai-boom

Can the AI boom be compared to Enron? Learn how investor expectations, valuation, and future earnings shape AI investing—and why history offers important lessons.

08/03/2026

We’re honored to be recognized as a Best Place to Work in San Antonio by the San Antonio Business Journal!🎉

Platinum Wealth Solutions of Texas ranked #3 in the Extra Small Employer category (10–24 employees), thanks to the feedback and support of our amazing team.

This recognition belongs to the people who make PWS such a great place to work every day. We’re grateful for the team we’ve built and the culture we continue to grow together!