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Tanglewood Total Wealth Management
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2025 Trends Extending to 2026? A.I. & Fed Offer Tailwinds

On Schwab Network, Macro Investment Strategist Tom Bruce discusses how continued AI-driven growth, evolving market leadership, and rising long-term interest rates could shape the economic and investment landscape. 

Marco Investment Strategist Offers Consumer Inflation Outlook Ahead of Report

On NYSE TV, Macro Investment Strategist Tom Bruce analyzes how elevated market valuations, interest rate trends, and shifting sector leadership could shape long-term investment returns and portfolio strategy amid ongoing volatility.  

Investors are seeing ‘irrational exuberance’ in AI trade this year, says one strategist

Macro Investment Strategist Tom Bruce comments on growing volatility in AI-related stocks and the potential for short-term market exuberance despite the technology’s long-term investment potential in MarketWatch.

Should You Skip the Wait and Prepay Your Retirement Dreams?

Wealth Advisor Michael Pumphrey explores the financial and lifestyle considerations of “prepaying” retirement dreams before leaving the workforce in Kiplinger.  

November celebrates ‘Long-Term Care Awareness Month’ by focusing on ‘sandwich generation’

Abigail Gunderson, Senior Wealth Advisor, offers guidance on preparing for long-term care costs and helping families navigate the financial and emotional challenges of the “sandwich generation” in InvestmentNews.  

Circular nature of AI deal could foreshadow bubble: Bruce

On BNN Bloomberg, Macro Investment Strategist Tom Bruce discusses AI optimism, strong earnings, and their impact on equity markets.  

Bruce: No AI Bubble Yet, Fed Needs to Get it Right on Rates

On Schwab Network, Macro Investment Strategist Tom Bruce analyzes the Federal Reserve’s expected rate-cut path, persistent inflation concerns, and the growing potential for an AI-driven market bubble.  

Should You Plan for a Retirement Without Social Security? Here’s What the Experts Say

Keith Fenstad, Director of Wealth Planning, discusses how workers should approach retirement planning amid ongoing concerns about Social Security’s long-term funding challenges and potential future reforms in U.S. News & World Report. 

No reason to sell gold just yet – Tanglewood CIO Merrill

Founder, President and CIO John Merrill explains why rising sovereign debt, currency concerns, and global economic uncertainty continue to support long-term demand for gold despite record-high prices in Kitco News.  

Wealth managers offer advice for clients on ‘SALT torpedo’

Keith Fenstad, Director of Wealth Planning, explains how proactive tax planning strategies can help high-income earners avoid the so-called “SALT torpedo” and minimize the impact of phased-out deductions in InvestmentNews.  

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Tanglewood Total Wealth Management

1400 Post Oak Boulevard, Suite 800
Houston, TX 77056

(713) 840-8880
connect@tanglewoodwealth.com

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