Perhaps not surprisingly, a lot of people have said something along the lines of “it must be an interesting time for you” to me recently. So it would seem. After all, global conflicts and political dysfunction…
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.
As featured in the Charlotte Business Journal. As artificial intelligence increases productivity, employees must prove they are more than just time on the clock. During the Q&A section of my public presentations, there is always a…
Listen to the full episode, here. John Norris (00:29):Well, hello again, everybody. This is John Norris of Trading Perspectives. As always, we have our good friend Sam Clement. Sam, say hello. Sam Clement:Hi John, how are…
Periods like this can be uncomfortable. Headlines move quickly. Markets respond just as fast. When events unfold quickly, perspective matters. Oakworth Asset Management’s Investment Committee shared the following perspective with clients regarding recent geopolitical developments and…
Listen to the full episode, here. Key Points The U.S. labor market was identified as the primary driver of the nation’s economy because the economy is nearly 70% driven by consumer consumption, which is fueled by…
Congratulations! Getting married is a monumental step in life. It is not only a union of two individuals, but the bringing together of two sets of finances. While love might be the foundation of that union,…
Financial Literacy
Rising Gold and Silver Prices Mean Your Jewelry May Need Reappraisal for Insurance Coverage
As featured in the Birmingham Business Journal. As anyone who follows the financial markets closely knows, precious metals have experienced a notable period of price appreciation. Not surprisingly, I have gotten a lot of questions, from…
In the ever-changing landscape of employee compensation, companies often leverage various instruments to attract and retain top talent. Over the past few years Restricted Stock Units (RSUs) have become increasingly more popular and in some cases…
As featured in the Bay Business News. One of the scariest phrases in investing is “it is different this time.” Typically, it isn’t. A common thought is that history repeats itself — but if it doesn’t…
The S&P 500 posted three consecutive calendar years of double-digit percentage gains, recording its seventh best three–year stretch on record (WSJ).1 The U.S. economy, as bifurcated between economic classes as it has been, has held up better than many expected, even with the Federal Reserve’s tight posture from 2022 through most of 2024.2 However, beginning in September…