Magnolia Wealth Advisors

Magnolia Wealth Advisors

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Tax-smart financial planning and investment guidance tailored to your goals, values, and future.

09/29/2026

📊 **Weekly Market Recap | September 20–26, 2026**

📈 **Treasury Yields Push Above 5%**
The 10-year Treasury yield climbed above 5% last week as investors weighed persistent inflation, higher energy prices and concerns surrounding government debt. Rising yields put pressure on stocks, particularly more rate-sensitive areas of the market.

🛢️ **Higher Oil Prices Keep Inflation in Focus**
WTI crude oil moved above $105 per barrel as geopolitical tensions continued to impact energy markets. Higher gasoline and diesel prices have helped keep inflation elevated, adding another layer of uncertainty for consumers, businesses and investors.

🏦 **What Comes Next for the Fed?**
Following its first rate hike since 2023, the Federal Reserve faces a challenging balance between controlling inflation and supporting economic growth. With inflation above the Fed’s 2% target while economic growth remains modest, upcoming employment and inflation data could play an important role in shaping expectations for future rate decisions.

🔍 **Looking Ahead:**
• JOLTS Job Openings Report
• Consumer Confidence
• ADP Employment Report
• Final Q2 GDP Reading
• Personal Income & Spending
• PCE Inflation
• Weekly Unemployment Claims
• September Employment Report & Hourly Earnings

With interest rates, inflation and energy prices all in focus, markets will be watching this week’s economic data closely for signs of where the economy may be headed. Maintaining a long-term perspective remains important as investors navigate short-term uncertainty.

09/28/2026

Last week, Jamie and Andrew had the opportunity to visit the Advisors Excel headquarters in Topeka, Kansas to attend Sandler sales training!

Another great opportunity to learn, sharpen their skills, and bring new ideas back to the team.

Photos from Magnolia Wealth Advisors's post 09/25/2026

We had a great time on the course last week for the first Klein Oak FFA Booster Club Golf Tournament Fundraiser! ⛳️

Our advisors came out to play, and Magnolia Wealth was proud to sponsor Hole 15. It was a hot one, but that didn’t stop the team from having a great time and supporting a great cause.

Thanks to Klein Oak FFA Booster Club for having us!

09/22/2026

📊 Weekly Market Recap | September 13–19, 2026

🏦 The Fed Raises Interest Rates
The Federal Reserve raised its target interest rate by 0.25%, bringing the range to 3.75%–4.00%—its first rate hike since July 2023. The Fed emphasized its continued focus on bringing inflation back toward its 2% target.

⛽ Energy Prices Keep Inflation in Focus
August inflation came in at 3.4% over the prior year, with higher gasoline prices contributing significantly to the increase. However, core inflation—which excludes food and energy—eased to 2.4%, highlighting the outsized impact energy costs are currently having on overall inflation.

💻 Technology Stocks See Some Rotation
AI-related stocks faced some pressure after industry leaders raised concerns about the pace of advanced AI development. Meanwhile, investors showed increased interest in areas such as cybersecurity and software, highlighting how differently segments of the technology sector can respond to changing expectations.

🔍 Looking Ahead:
• Fed Member Speeches
• U.S. Manufacturing & Services PMI
• Weekly Unemployment Claims
• New Home Sales
• Durable Goods
• University of Michigan Consumer Survey

With interest rates moving higher and inflation still in focus, investors will be watching closely for clues about the Fed’s next steps. Maintaining a long-term perspective remains important as markets adjust to changing economic conditions.

09/15/2026

Welcome to the Team! 🎉

We’re excited to officially introduce Elizabeth Moses, our Client Service Coordinator at Magnolia Wealth.

She brings a friendly, organized, and attentive approach to everything she does, making her a wonderful addition to our team.

We’re so happy to have Elizabeth here and look forward to all she’ll bring to Magnolia Wealth. 🌿

09/15/2026

📊 **Weekly Market Recap | September 6–12, 2026**

📈 **Inflation Moves Higher in August**
Inflation ticked higher last month, with both producer and consumer prices rising 0.4%. Annual inflation reached 3.4%, with higher energy prices playing a significant role in the increase.

🛢️ **Oil Climbs Back Above $100**
Oil prices continued to rise amid ongoing geopolitical tensions, with WTI moving above $100 per barrel and Brent crude briefly topping $107. Higher energy costs remain an important factor for both inflation and consumers.

🏦 **All Eyes on the Federal Reserve**
The latest inflation readings have increased expectations for a potential interest-rate hike at this week’s Federal Reserve meeting. Treasury yields also moved higher, with the 10-year Treasury approaching 5%.

🔍 **Looking Ahead:**
• Federal Reserve interest-rate decision
• Retail Sales
• Import Prices
• Housing Starts & Pending Home Sales
• Weekly Unemployment Claims
• Industrial Production & Leading Indicators

With inflation, oil prices and interest rates all in focus, the Fed’s decision and comments this week could be an important driver for markets. Maintaining a long-term perspective remains important as investors navigate short-term economic uncertainty.

Photos from Magnolia Wealth Advisors's post 09/11/2026

Yesterday, we had the pleasure of celebrating the official opening and ribbon cutting of our Magnolia office alongside our team, clients, friends, and members of the local community.

We are grateful to everyone who joined us and helped make the occasion so memorable. As Magnolia Wealth continues to grow, we remain especially thankful for the clients and families who have placed their trust in us along the way.

A special thank you to the Southwest Montgomery County Chamber of Commerce and everyone who helped us celebrate this exciting new chapter!

RND RUSTICS, Hissy Chick, WildeFlora Coffee, Signarama, Oh, One More, Alyssa Stuckey 🎉

09/09/2026

📊 **Weekly Market Recap | August 30–September 5, 2026**

📈 **Markets Navigate Oil & Geopolitical Tensions**
Renewed conflict involving the U.S. and Iran pushed oil prices higher, with WTI moving above $90 per barrel. Stocks and Treasury yields initially moved lower before markets stabilized later in the week.

🛢️ **Oil Prices Remain a Key Concern**
Higher energy prices continue to create economic uncertainty, particularly as markets assess potential impacts on inflation and consumers. Despite the volatility, major U.S. indexes remain near recent highs.

🏦 **Strong Jobs Report Complicates the Fed’s Path**
August employment increased by 162,000, well above expectations, while unemployment remained at 4.1%. The stronger-than-expected jobs report could make it more difficult for the Federal Reserve to consider lowering interest rates if inflation remains elevated.

🔍 **Looking Ahead:**
• NFIB Small Business Optimism Index
• MBA Mortgage Applications
• Weekly Unemployment Claims
• Producer Price Index (PPI)
• Consumer Price Index (CPI)
• University of Michigan Consumer Survey

Markets continue to demonstrate resilience despite geopolitical, inflation and interest-rate uncertainty. Maintaining a long-term perspective remains important as markets navigate short-term fluctuations.

Monthly Market Insights | September 2026 09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/01/2026

📊 Weekly Market Recap | August 23–29, 2026

📈 Markets Pause Near Record Highs
Markets moved sideways to slightly lower after reaching new highs, as investors weighed several economic and geopolitical concerns. Strong second-quarter earnings, including standout results from NVIDIA, continued to provide support.

🛢️ Oil, Trade and Debt Remain in Focus
The ongoing Iran conflict continues to create uncertainty around oil supplies, while new tariffs between the U.S. and Canada added another economic consideration. Rising Treasury yields also reflected concerns about the nation’s growing debt and budget deficits.

🏦 Fed Faces a Challenging Balancing Act
Economic growth remained modest, with second-quarter GDP holding at 1.5%. Meanwhile, the Federal Reserve continues to weigh elevated inflation against a slowing economy and uncertainty surrounding interest rates.

🔍 Looking Ahead:
• July Job Openings (JOLTS)
• August ADP Employment Report
• Federal Reserve Beige Book
• Weekly Unemployment Claims
• August Employment Report & Wage Growth

Despite ongoing challenges, corporate earnings and innovation remain encouraging. Maintaining a long-term perspective can help keep short-term market noise in context.

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8900 Eastloch Drive Bldg 105
Spring, TX
77379