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Smart Investing Newsletter

Keep up to date on the latest financial news

Staying in the know is vital when investing and we’re happy to provide the most current financial news stories along with our analysis to help determine the best approach to help grow your wealth.

 

At Wilsey Asset Management, we pride ourselves on offering financial guidance and investment knowledge based on common-sense investment strategies. We’ll work to understand your needs and strive to get you returns you’ll love.

Cautious Bank Outlook, Crypto Law Update, Dividends or Buybacks, New Tax Rules, Solar Loan Trouble, Private Credit Warning, 401(k) Equity Debate, Costly Travel, Diamond Choice & Streaming Showdown

July 25, 2025

Brent Wilsey

Every quarter we get excited about listening to and reading about how things went for the big banks in the most recent quarter as they release their earnings. I’m primarily talking about JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo.

Tariff Impact, Market Bubble, Retail Boom, Trump Kid Accounts, New Market Highs, GLP-1 Setbacks, FICO Alternatives, Producer Prices Stable, China’s Farmland Issue & Lower Interest Rates

July 18, 2025

Brent Wilsey

The Consumer Price Index, also known as the CPI, in the month of June showed an annual increase of 2.7%, which was in line with expectations. Core CPI, which excludes food and energy, came in at 2.9% and was also in like with expectations.

Crypto Crash, ETF Complexity, Dark Pools, Tax-Free Social Security?, Vanguard Greed, Harvard Endowment Doubts, Charity Boom, Manufacturing Labor Gap, Gen Z Spending Drop & Investing in OpenAI?

July 11, 2025

Brent Wilsey

At first you may be saying I thought Bitcoin has been increasing in value? While that is true, you have to remember that is only one of the many thousands of cryptocurrencies that are available. According to the FBI in 2024, there was 149,686 complaints for total losses of $9.3 billion.

Jobs Report Illusion, Job Openings, Apple Goes F1, ETF Income Trap, Pension Payout Choice, Meta’s Warning Signs, Falling Home Equity & Casual Dining Shift

July 3, 2025

Brent Wilsey

I want to be clear; I wouldn’t say this was a bad report, but the headline number that showed an addition of 147,000 jobs in the month of June doesn’t show the full picture. The number did come in well above the estimate for 110,000 jobs and it follows upward revisions in the months of April and May that have totaled 16,000 jobs, but

Chinese Stock Scam, Outdated 401(k)s, S&P 500 Risk, Investment Income Tax, Political ETFs, Tariff Confusion, Second-Biggest Trade Gap, Todays Cars, Rising Card Fees & Silver vs Gold

June 27, 2025

Brent Wilsey

Yes, there’s another scam out there trying to part you from your hard-earned money. This has happened many times in recent years and it’s occurred in very small Chinese stocks that are vulnerable to manipulation.

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