AI Development is Accelerating, But Adoption is Not Keeping Up
August 5th, 2025
Artificial Intelligence Is Accelerating—But Is Adoption Keeping Pace? Big breakthroughs in artificial intelligence (AI) seem to be happening weekly, and new tools are making their way into the business world at a pace that feels unprecedented. But despite the velocity of innovation, enterprise-wide adoption is not as advanced. For investors, this creates opportunity, uncertainty, andRead Entire Article…
Market sector leadership is shifting. Here’s what investors should do.
June 6th, 2025
Why Market Leadership is Changing—And What to Do About It In 2024, less than 30% of companies in the S&P 500 outperformed the overall index, and most of them came from one sector: Technology. This level of market concentration hasn’t happened since rare periods like 1998–1999, 1980, and 1973. Last year, stocks did well overall,Read Entire Article…
Buffer ETFs Can Help Nervous Investors Navigate Volatile Markets
April 9th, 2025
Everything Investors Should Know About Buffer ETFs In recent years, buffer ETFs have gained traction among investors, especially given rising market volatility and uncertainty in the political and geopolitical realm. Given this backdrop, it makes sense that buffer ETFs would catch many investors’ eyes. Buffer ETFs are sometimes marketed as a more palatable middle groundRead Entire Article…
AI Investment Opportunities Beyond the Tech Sector
March 13th, 2025
Looking Beyond the Technology Sector for AI Impact We’ve written before about the impact Artificial Intelligence (AI) is having across markets. The build-out of large language models (LLMs) has to date required hundreds of billions of dollars of new investment, and the Technology sector has been leading markets higher for years. But it’s also fairRead Entire Article…
Will the “Magnificent 7” Continue to Dominate Earnings?
December 13th, 2024
The Tech Giants Keep Leading Earnings, but Is Change Coming? Q3 2024 earnings season resembled other recent reporting periods for one key reason: all eyes remain fixed on the “Magnificent Seven” mega-cap technology companies. In fairness, investor focus on the Magnificent Seven stocks has been warranted, as they provide some of the most sustainable growthRead Entire Article…
Gold is Rallying—But is It a Good Long-Term Investment?
November 5th, 2024
Gold Rallies in 2024. But Is It a Solid Long-Term Investment? Gold has been in rally mode in 2024. Year-to-date, the precious metal is up over +25%, outpacing the S&P 500 index. It’s fair to say that fundamental drivers have helped gold’s rise this year. A weaker U.S. dollar and declining real rates have historicallyRead Entire Article…
Be Careful Chasing Yields in this Falling Rate Environment
October 3rd, 2024
Chasing Yields in a Falling Interest Rate Environment The steady climb of interest rates in 2022 and 2023 was felt differently for borrowers and savers. For those seeking to purchase a home, or a small business aiming to secure new financing and refinance maturing debt, the cost of capital increased as the Federal Reserve embarkedRead Entire Article…
The Primary Driver of Today’s New Business Investment
August 30th, 2024
What’s Driving the Billions in New Business Investment? According to data from the U.S. Department of the Treasury, U.S. businesses have been investing at a higher than expected clip over the past several years. By the numbers, Treasury estimates that since 2019, businesses have invested $430 billion more than what would have been expected basedRead Entire Article…