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This week on Paramount Wealth Perspectives, Scott Tremlett breaks down one of the most important weeks of the quarter and why the market is beginning to ask better questions.

With the Federal Reserve holding interest rates steady, major earnings from Microsoft and Meta, and investors closely watching inflation and employment data, Scott explains why he believes the long-term investment thesis remains intact despite ongoing market volatility.

The conversation explores why leadership is broadening beyond a handful of technology companies, how artificial intelligence is moving from excitement to execution, and why high-quality businesses with durable earnings are becoming increasingly important as this bull market matures.

In this episode:

• Why recent market rotation is a healthy sign for long-term investors
• What the Federal Reserve's latest decision really means
• Microsoft's and Meta's AI earnings and what they reveal about the next phase of artificial intelligence investing
• Why diversification across the broader AI ecosystem may present compelling opportunities
• How Scott has been positioning portfolios as market leadership continues to broaden

Whether you're following the latest headlines or focused on your long-term financial plan, this episode offers perspective on what's happening in today's markets and what may matter most moving forward.

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What is it really like to intern at a wealth management firm?

In this episode of Paramount Wealth Perspectives, Codi sits down with our summer interns, Christopher and Merrick, to reflect on their internship experience at Paramount Associates Wealth Management.

From first impressions and unexpected challenges to favorite projects and career takeaways, they share what they've learned about the financial services industry, professional growth, and life inside a boutique wealth management firm. Plus, we wrap things up with a fun rapid fire round that lets you get to know them beyond the office.

Whether you're a student exploring career opportunities, a young professional starting your journey, or simply curious about what happens behind the scenes at a wealth management firm, this episode offers an authentic look through the eyes of our interns.

In this episode:

• What surprised them most about the industry
• Lessons they couldn't learn in a classroom
• Their biggest takeaways from the summer
• Advice for future interns
• A fun rapid fire round

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This week on Paramount Wealth Perspectives, Scott Tremlett and Codi break down another eventful week in the markets as investors head into the Fourth of July holiday and America's 250th birthday. They discuss why recent market rotation is actually a healthy sign, how strong corporate earnings continue to support the long-term outlook, and why volatility doesn't necessarily signal trouble ahead.

The conversation also covers Kevin Warsh's influence on Federal Reserve expectations, what this week's employment data could mean for interest rates, and why Scott believes artificial intelligence is still in its early stages. Rather than chasing the latest AI headlines, he explains why power infrastructure, data centers, networking, and private investments may offer some of the biggest long-term opportunities.

In this episode:

• Why broader market participation is a positive sign for investors
• What strong corporate profits mean for the second half of the year
• Kevin Warsh, the Fed, and the outlook for interest rates
• Why AI demand continues to outpace supply
• The infrastructure investments powering the AI revolution
• The key economic reports to watch this week
• Why disciplined, long-term investing continues to win over time

Whether you're keeping an eye on the markets, curious about the future of AI, or looking for perspective beyond the headlines, this episode offers practical insights to help you stay focused on your long-term financial goals.

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In this week's episode of Paramount Perspectives, Codi Robirds and Scott Tremlett break down the biggest developments shaping markets and investor sentiment. They discuss the evolving situation in Iran and why markets have responded positively despite ongoing uncertainty, along with the Federal Reserve's first major policy signals under Chairman Kevin Warsh and what a potentially more hawkish Fed could mean for investors.

The conversation also explores key economic reports to watch this week, including PCE inflation, GDP revisions, consumer spending data, and Micron's earnings report as a gauge of the ongoing AI infrastructure investment cycle. Scott shares where he continues to see opportunity despite markets trading near all-time highs, including quality businesses, AI-driven capital spending, infrastructure investments, private credit, and selective international exposure.

The episode concludes with a practical discussion on real estate investing, affordability challenges, rental market dynamics, and how investors should think differently about owning a home versus investing in real estate.

Topics Covered:

• Market reaction to developments in Iran
• The Federal Reserve under Chairman Kevin Warsh
• PCE inflation and key economic data to watch
• The AI infrastructure investment boom
• Opportunities in technology, industrials, and infrastructure
• Private credit and income-focused strategies
• SpaceX and innovation-driven investing
• Real estate investing versus homeownership
• Why diversification remains critical in today's market

Securities and advisory services offered through duly registered financial professionals. This podcast is for informational purposes only and should not be considered investment advice.

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Markets delivered no shortage of headlines this week. In this episode of Paramount Perspectives, Codi Robirds and Scott Tremlett break down one of the most eventful stretches of the year, including the highly anticipated SpaceX IPO, developments surrounding a potential U.S.-Iran peace agreement, the latest inflation data, and what investors should expect from the Federal Reserve's upcoming meeting.

Scott explains why SpaceX's public debut could signal the beginning of a new era for mega-cap IPOs, how artificial intelligence is expanding market leadership beyond a handful of technology giants, and why broader participation across sectors may be a healthy sign for investors. The discussion also explores the economic implications of easing geopolitical tensions in the Middle East, the outlook for energy prices, and what recent inflation reports may mean for interest rates going forward.

Plus, the team shares the key economic data and market developments they'll be watching in the week ahead, including retail sales, housing data, and the Fed's latest policy signals.

Topics Covered:

• SpaceX's historic IPO and the future of public markets
• AI-driven market opportunities beyond the Magnificent Seven
• The potential economic impact of a U.S.-Iran peace agreement
• Inflation trends and Federal Reserve expectations
• What investors should watch in the week ahead

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In this episode of Paramount Wealth Perspectives, Scott Tremlett and Codi Robirds break down the forces driving markets to record highs and the key events investors should be watching this week. Despite ongoing concerns around inflation, interest rates, and geopolitics, strong corporate earnings and accelerating AI-related investment continue to support the market.

Key topics covered:

• Why the S&P 500 and Nasdaq reached new record highs in May
• How strong earnings continue to outweigh market headlines
• The growing impact of artificial intelligence on the broader economy
• Why AI is becoming a global infrastructure story, not just a technology trend
• Nvidia's role in the next phase of AI adoption
• The importance of energy prices, inflation, and Federal Reserve policy
• What the upcoming jobs report could mean for markets
• Key earnings reports and economic data investors should monitor this week
• The biggest opportunities and risks heading into the second half of 2026

Scott also shares why he believes we're still in the early stages of a multi-year AI investment cycle and what that could mean for long-term investors.

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AI continues to drive market momentum as strong earnings and investor optimism fuel another wave of excitement across Wall Street. In this episode, we break down the latest earnings highlights, what’s powering the AI rally, and what it could mean for investors moving forward. Tune in for a quick, clear look at the trends shaping today’s markets.