Everyone knows the expression “if it seems too good to be true, it probably is.” My experience has been that you can substitute the word “always” for probably. There seems to be no shortage of hidden…
Thought Leadership
We believe communication is the key to successful client relationships. While sharing useful information is beneficial, regardless of source, Oakworth believes in the value proposition of developing and having its own experienced financial professionals and ideas. By generating our own market commentaries, economic newsletters, topical subject analysis and serials, and even conversational podcasts and videos, our clients know we are using our knowledge, creativity and experience to help them succeed.
Listen to the full episode, here. Key Points John and Sam assert that the fear of AI-driven job loss was not new, but a recurring theme throughout history during major technological shifts. They pointed out that…
Last Thursday, I spoke at a breakfast presentation on the economy during a conference for business leaders here in town. After more than 500 public speaking engagements in the past two+ decades, many here in the…
Listen to the full podcast, here. Key Points A significant generational divide existed in the belief in the American dream, with individuals under 50 being far more skeptical than those over 50. This skepticism was argued…
Traditionally, our office is swamped after Halloween with all the candy that our associates didn’t give away. Despite all appearances to the contrary, I don’t eat a lot of the stuff throughout the remainder of the…
Listen to the full episode, here. Key Points There was a massive, consistent decline in U.S. manufacturing jobs as a percentage of the total workforce over the past 50 years, falling from 22% in 1975 to…
Talking money can feel tacky, but there is a time and a place for it – especially with your professional wealth advisors and your family when the moment is right. Without open communication, years of planning…
This past Wednesday, the Federal Open Market Committee (FOMC) at the Federal Reserve cut the target overnight lending rate 25 basis points (0.25%). This was as everyone expected. However, Chairman Jay Powell gave investors a jolt…
Listen to the full episode, here. Key Points The S&P 500 exhibited an extreme level of concentration, with technology and related sectors making up nearly half of the index’s weight. [01:09] A small handful of companies (approximately…
On Friday, despite the continued Federal government shutdown, the Bureau of Labor Statistics (BLS) released the Consumer Price Index (CPI) for September 2025. Although the report was over a week past due, it was “better late…


