Is AI Inflationary or Deflationary?

Published on June 27, 2026

The AI boom goes from strength to strength. Big technology companies are pouring hundreds of billions of dollars into chips, data centers and power-hungry infrastructure. One estimate puts annual AI infrastructure investment above $650 billion in 2025 and potentially over $800 billion in 2026..

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Model Portfolios Are Mainstream. Now Advisors Want Personalization.

June 27, 2026
Model portfolios have helped many advisors solve for scale. The next challenge is more nuanced: how do advisors keep that scale while delivering more personalization, tax awareness and differentiated value to clients?

Inflation Sinks Deeper

June 28, 2026
When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high. But we can overlook a possibly bigger problem: other than a few short breaks, you and I have never seen a time when inflation wasn’t rising. Inflation isn’t some problem that pops up occasionally. Inflation has become normal – so normal we let it accumulate for years without comp