Concentrated wealth can build fortunes, but families need a framework to balance compound growth, taxes, diversification, and risk of ruin. https://www.forbes.com/sites/bill_stone/2026/09/06/how-to-manage-concentrated-wealth-without-risking-ruin
LOUISVILLE, KY — September 4, 2026 — Glenview Trust Chief Investment Officer Bill Stone appeared on CNBC’s Squawk Box Asia to discuss the outlook for U.S. monetary policy, inflation, and financial markets. During the segment, Stone addressed the stronger-than-expected U.S. employment report released Friday and its implications for the Federal Reserve. While acknowledging the resilience of the labor market, he noted that forthcoming inflation data may play a more significant role in shaping the Fed’s next policy decision. Stone emphasized that the trajectory of core inflation remains a critical factor for policymakers as they evaluate whether interest rates should remain unchanged or move higher. Stone also discussed the relationship between interest rates, earnings growth, and market valuations, noting that continued corporate earnings growth can help offset the effects of higher bond yields and term premiums. “We continue to believe that inflation trends will be a key determinant of the Federal
Fed Chair Warsh’s hawkish Jackson Hole speech lifted Fed rate hike odds. Investors should watch inflation, jobs, corporate profits and AI capex next. https://www.forbes.com/sites/bill_stone/2026/08/30/fed-rate-hike-odds-rise-after-warshs-jackson-hole-speech
At The Glenview Trust Company, thoughtful planning, continuity of leadership, and long-term stewardship have always been central to how we serve our clients. Today, we are pleased to share an important leadership update that reflects those values and positions our firm for continued success in the years ahead. After more than 25 years with Glenview Trust, President and Chief Executive Officer Scott Neff will retire from his executive leadership role at the end of 2026. During his tenure, Scott has played a pivotal role in shaping Glenview’s culture, guiding its growth, and reinforcing the firm’s commitment to independent advice, fiduciary excellence, and personalized client service. Under his leadership, Glenview has grown significantly while remaining true to the values upon which it was founded. The Board of Directors, led by Chairman J. David Grissom, has elected Ann Georgehead and Bill Stone to the Board of Directors and appointed them as Co-Chief
Rising Treasury yields are raising debt and stock market concerns, but history suggests higher rates are not yet a market crisis. https://www.forbes.com/sites/bill_stone/2024/03/24/powell-provides-rocket-fuel-for-markets
Berkshire Hathaway’s Q2 13F filing reveals a significant shift, becoming a net buyer of $19.8 billion in equities, ending a 14-quarter selling streak. Warren Buffett personally initiated a massive investment in Alphabet, making it Berkshire’s third-largest holding at $36.6 billion. The portfolio grew more concentrated, with top five holdings comprising 76.5%. Berkshire added D.R. Horton and increased stakes in Delta, Lennar, and New York Times, while trimming Bank of America and eliminating Constellation Brands. The company also acquired homebuilder Taylor Morrison for $6.8 billion and repurchased over $4.5 billion of its own stock, leveraging its $365.5 billion cash hoard. This activity signals renewed investment aggression under Greg Abel’s leadership, with Buffett’s continued influence. https://www.forbes.com/sites/bill_stone/2026/08/15/berkshire-hathaway-turns-buyer-as-buffett-backs-alphabet