The headlines worth an advisor’s time.
Scored from 16 news, government, and housing feeds, with the angle to take and where each one goes.
Link | Topics | Instructions | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AI-centered US stock bull market nears four-year anniversary | Investing.com | US stocks, AI, Market concentration | Check if AI gains are concentrated, then rebalance with discipline. | 8/10 | Positive | No | Review | Review | 10/9/26, 7:36 AM | |
| 2 | Mortgage Rates Jump For Seventh Straight Week to 7.40%; Highest Rate in 35 Months | Realtor.com | Housing, Mortgage rates, Affordability | Show buyers what 7.4% mortgages do to monthly costs. | 10/10 | Negative | No | Will use | Market Commentary | 10/8/26, 7:00 PM | |
| 3 | Attacks on tankers in Hormuz hit highest of any week since start of Iran war, sources say | Investing.com | Oil, Geopolitics, Energy prices | Use as a geopolitical risk check on energy exposure. | 8/10 | Negative | No | Archive | Archive | 10/7/26, 11:06 AM | |
| 4 | The SALT deduction limit is $40,400 for 2026. Here's how to maximize it | CNBC | Taxes, SALT deduction, Year-end planning | Show high-income households who benefits from the higher cap. | 9/10 | Neutral | Yes | Will use | Client Email | 10/7/26, 8:31 AM | |
| 5 | Can a 64-Year-Old Retire and Count on Shaky Social Security? | Kiplinger | Retirement, Social Security, Income planning | Plan retirement income that doesn't lean on Social Security. | 8/10 | Neutral | Yes | Archive | Archive | 10/5/26, 9:01 AM | |
| 6 | Inheriting Investments: Why Stocks Can Wreck Estate Plans | Kiplinger | Estate planning, Inheritance, Concentrated stock | Explain how inherited stock positions can throw off estate plans. | 9/10 | Neutral | Yes | Maybe | Blog Post | 10/4/26, 6:31 AM | |
| 7 | Both payroll employment (+29,000) and unemployment rate (4.2%) change little in September | BLS | Jobs, Labor market, Interest rates | A cooling job market and what it means for rates. | 10/10 | Negative | No | Used | Market Commentary | 10/2/26, 7:00 PM | |
| 8 | GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025 | BEA | GDP, Corporate profits, Economy | Explain what revised growth and profits mean for earnings. | 10/10 | Neutral | No | Used | LinkedIn Post | 9/30/26, 7:01 PM | |
| 9 | Mortgage Rates Jump as Markets Price in More Fed Rate Hikes | Redfin | Mortgage rates, Federal Reserve, Housing | Connect Fed rate expectations to what borrowers actually pay. | 9/10 | Negative | No | Skipped | Archive | 9/28/26, 7:00 PM | |
| 10 | US lawmakers aim to keep China's datacenter tech out of sensitive government systems | Investing.com | China, Data centers, Tech policy | N/A | 5/10 | N/A | N/A | Archive | Archive | 9/25/26, 7:02 PM | |
| 11 | The Great Horizontal Wealth Transfer: Spouses Inherit First | Kiplinger | Estate planning, Spouses, Wealth transfer | Plan for assets passing to a spouse first, then heirs. | 8/10 | Neutral | Yes | Used | Podcast Segment | 9/25/26, 9:32 AM | |
| 12 | US equity funds post first inflow in five weeks on renewed AI optimism | Investing.com | US stocks, Fund flows, Investor sentiment | Treat fund inflows as a sentiment gauge, not a signal. | 8/10 | Positive | No | Skipped | Archive | 9/25/26, 7:31 AM | |
| 13 | IRS Is Taking a Closer Look at Trusts: What It Means for Estate Planning | Kiplinger | Trusts, IRS, Estate planning | Review trust paperwork now that the IRS is watching closer. | 9/10 | Neutral | Yes | Used | Client FAQ | 9/24/26, 9:31 AM | |
| 14 | Why Would a Company Drastically Cut Its Dividend? | Investopedia | Dividends, Corporate finance | N/A | 4/10 | N/A | N/A | Archive | Archive | 9/23/26, 2:07 PM | |
| 15 | The Economy Is Booming, So the Market Indexes Fell. Go Figure. | Motley Fool | Economy, Stock market, Market sentiment | Explain why a strong economy can still mean falling stocks. | 8/10 | Neutral | No | Maybe | Video Script | 9/23/26, 2:02 PM | |
| 16 | Employers are auto-enrolling workers in HSAs — just like 401(k)s | Yahoo Finance | HSAs, Employee benefits, Health savings | Show how HSA auto-enrollment builds tax-advantaged health savings. | 8/10 | Positive | Yes | Will use | Blog Post | 9/23/26, 6:32 AM |
AI-centered US stock bull market nears four-year anniversary
Check if AI gains are concentrated, then rebalance with discipline.
- Score
- 8/10
- Sentiment
- Positive
- Evergreen?
- No
- Status
- Review
- Destination
- Review
US stocks · AI · Market concentration
Mortgage Rates Jump For Seventh Straight Week to 7.40%; Highest Rate in 35 Months
Show buyers what 7.4% mortgages do to monthly costs.
- Score
- 10/10
- Sentiment
- Negative
- Evergreen?
- No
- Status
- Will use
- Destination
- Market Commentary
Housing · Mortgage rates · Affordability
Attacks on tankers in Hormuz hit highest of any week since start of Iran war, sources say
Use as a geopolitical risk check on energy exposure.
- Score
- 8/10
- Sentiment
- Negative
- Evergreen?
- No
- Status
- Archive
- Destination
- Archive
Oil · Geopolitics · Energy prices
The SALT deduction limit is $40,400 for 2026. Here's how to maximize it
Show high-income households who benefits from the higher cap.
- Score
- 9/10
- Sentiment
- Neutral
- Evergreen?
- Yes
- Status
- Will use
- Destination
- Client Email
Taxes · SALT deduction · Year-end planning
Can a 64-Year-Old Retire and Count on Shaky Social Security?
Plan retirement income that doesn't lean on Social Security.
- Score
- 8/10
- Sentiment
- Neutral
- Evergreen?
- Yes
- Status
- Archive
- Destination
- Archive
Retirement · Social Security · Income planning
Inheriting Investments: Why Stocks Can Wreck Estate Plans
Explain how inherited stock positions can throw off estate plans.
- Score
- 9/10
- Sentiment
- Neutral
- Evergreen?
- Yes
- Status
- Maybe
- Destination
- Blog Post
Estate planning · Inheritance · Concentrated stock
Both payroll employment (+29,000) and unemployment rate (4.2%) change little in September
A cooling job market and what it means for rates.
- Score
- 10/10
- Sentiment
- Negative
- Evergreen?
- No
- Status
- Used
- Destination
- Market Commentary
Jobs · Labor market · Interest rates
GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025
Explain what revised growth and profits mean for earnings.
- Score
- 10/10
- Sentiment
- Neutral
- Evergreen?
- No
- Status
- Used
- Destination
- LinkedIn Post
GDP · Corporate profits · Economy
Mortgage Rates Jump as Markets Price in More Fed Rate Hikes
Connect Fed rate expectations to what borrowers actually pay.
- Score
- 9/10
- Sentiment
- Negative
- Evergreen?
- No
- Status
- Skipped
- Destination
- Archive
Mortgage rates · Federal Reserve · Housing
US lawmakers aim to keep China's datacenter tech out of sensitive government systems
N/A
- Score
- 5/10
- Sentiment
- N/A
- Evergreen?
- N/A
- Status
- Archive
- Destination
- Archive
China · Data centers · Tech policy
The Great Horizontal Wealth Transfer: Spouses Inherit First
Plan for assets passing to a spouse first, then heirs.
- Score
- 8/10
- Sentiment
- Neutral
- Evergreen?
- Yes
- Status
- Used
- Destination
- Podcast Segment
Estate planning · Spouses · Wealth transfer
US equity funds post first inflow in five weeks on renewed AI optimism
Treat fund inflows as a sentiment gauge, not a signal.
- Score
- 8/10
- Sentiment
- Positive
- Evergreen?
- No
- Status
- Skipped
- Destination
- Archive
US stocks · Fund flows · Investor sentiment
IRS Is Taking a Closer Look at Trusts: What It Means for Estate Planning
Review trust paperwork now that the IRS is watching closer.
- Score
- 9/10
- Sentiment
- Neutral
- Evergreen?
- Yes
- Status
- Used
- Destination
- Client FAQ
Trusts · IRS · Estate planning
Why Would a Company Drastically Cut Its Dividend?
N/A
- Score
- 4/10
- Sentiment
- N/A
- Evergreen?
- N/A
- Status
- Archive
- Destination
- Archive
Dividends · Corporate finance
The Economy Is Booming, So the Market Indexes Fell. Go Figure.
Explain why a strong economy can still mean falling stocks.
- Score
- 8/10
- Sentiment
- Neutral
- Evergreen?
- No
- Status
- Maybe
- Destination
- Video Script
Economy · Stock market · Market sentiment
Employers are auto-enrolling workers in HSAs — just like 401(k)s
Show how HSA auto-enrollment builds tax-advantaged health savings.
- Score
- 8/10
- Sentiment
- Positive
- Evergreen?
- Yes
- Status
- Will use
- Destination
- Blog Post
HSAs · Employee benefits · Health savings
Why the list is short.
It reads the whole article
Not just the headline. The angle comes from the story itself, which is why it says what to do about it rather than what happened.
Scored for advisors
Out of 10, on quality and on whether it is any use in front of a client. Anything under 7 is archived and never reaches the list.
Almost none survive
Over 100,000 headlines read so far. About 700 were worth keeping. The throwing away is the work, and it is why the list is short.
What you do with it.
When the market moves
The story is already scored and the angle is already written. Your client email goes out that afternoon, not the following week.
When nothing is happening
Evergreen stories do not expire. Trusts, Social Security, estate planning: the ones that carry a newsletter through a quiet week.
When you need to publish
The angle is written, so you are choosing which story to use, not working out what to say about it.
Where each one goes.
Every headline carries its destination, so the format is decided before you open it.
- LinkedIn postThe week it runs
- Market commentaryFor the newsletter
- Blog postFor the ones that keep
- Client emailWhen it will not wait
- Client FAQThe question you get twice
- Podcast segmentAlready outlined
- Video scriptBuilt from the angle
How it works
The system does the reading. A person only makes the final call.
Reads and scores
Every headline from 16 feeds gets a score out of 10 for quality and relevance to advisors.
Writes the angle
Anything scoring 7 or higher gets instructions, a sentiment, and whether it is evergreen. Anything lower is archived.
You decide
Nothing publishes itself. Everything waits for a person, and what comes out is a shortlist ready to become a post, an email, or a video.
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