What Advisors Get Wrong About Real Estate Tax Deferral

Published on June 8, 2026

Getting the deduction is one thing. The harder part is earning the right to use it.

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Do SpaceX, Anthropic and OpenAI Belong in Your Portfolio? You Might Have No Choice

June 8, 2026
In case you’ve been living under a rock for the past few months, three of the world’s largest and most consequential private companies—SpaceX, Anthropic and OpenAI—are preparing to go public in the same year. Together, they could add nearly $4 trillion in market cap to public markets.

Will the U.S. Stock Market 4-Peat in 2026?

June 8, 2026
2026 is heading toward a four-peat of double-digit returns on U.S. stocks, but it will require P/Es to remain high — investors need to remain optimistic. In the past, when P/Es were high, investor fear kicked in and P/Es declined, causing stock market losses. Time will tell, but diversification is a reasonable strategy no matter the outcome.