With the top 10 stocks now at 43% of the index — a record — and SpaceX joining the Nasdaq-100, three wealth managers explain how they're talking to clients about concentration risk
The latest PPI numbers come hot on the heels of lower-than-expected CPI inflation data earlier this week.
Public support grows for policies that spread AI’s financial gains beyond tech companies.
“Underneath the hood, inflation was fairly muted,” said Josh Jamner of ClearBridge Investments.
Wealth managers say the AI infrastructure race is early-to-middle innings on spending — but that permitting, power, and monetization risk are changing who benefits
“Markets are balancing macro headlines and corporate fundamentals this week,” said Alex Guiliano of Resonate Wealth Partners
Renewed U.S.-Iran conflict has pushed oil prices higher this week — and could tip the Fed back toward a more hawkish stance heading into its September and October meetings.
Wealth managers weigh in on whether bitcoin's retreat from its $126,000 all-time high changes the long-term investment case — and what role it should play in client portfolios
Fed divisions are grabbing attention, but future policy is heavily contingent on the situation in the Middle East, says Jeffrey Roach of LPL Financial.
Despite $27 billion in ESG fund outflows in late 2025 and political headwinds, three advisors say values-based investing is maturing, not disappearing
“The market was braced for a strong jobs report, but this was a big miss,” said Stephen Coltman, head of macro at 21shares.
S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil.
“The market volatility seen so far in June is the tip of the iceberg,” says David Laut, chief investment officer at Kerux Financial.
Clients want SpaceX, Anthropic, and OpenAI — but three advisors say the smart money was already in long before any listing, and chasing the IPO pop is where the real risk lives
“PCE has been the Fed’s preferred measure of inflation for some time, and this month, it’s flashing red,” said Nic Puckrin of Coin Bureau
Investor pressure is building for earnings proof, not just compelling stories, says Post Oak Group's Christopher Della Fave.
Veteran financial advisors who have lived through multiple downturns say pattern recognition — not market prediction — is what protects client portfolios when volatility strikes.
SpaceX COO Gwynne Shotwell didn't dismiss the possibility of a Tesla-SpaceX merger, and Morningstar says a deal could come within a year
Firm to launch bond sale as post-IPO collapse extends into a third day as rising rate expectations and an ESG downgrade pile pressure on Musk's $2T company.
The economist who guided the Federal Reserve through two decades of boom and crisis leaves a complex, still-debated legacy.
