Small Caps Deliver Big Gains

Published on July 9, 2026

The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as robust U.S. economic growth disproportionately benefiting smaller, domestically focused businesses and the AI capital spending boom spreading to smaller tech and energy companies.

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SGH’s Sam Huszczo: We Want To Be Able to Move When Everybody Else Is Frozen

July 9, 2026
The founder and CIO of SGH Wealth Management talks about market timing, the role of psychology in investing and the best times to get alpha.

Stop Chasing a ‘Magic Number’ for Retirement

July 9, 2026
It used to be a considered something of a tawdry question, although it could be flattering as well: “What’s your number?” Nowadays, your inquisitor is probably asking about retirement — as in, how much you think you need to retire. And, as it often was before, it’s the wrong question.