Here’s How AI Is Already Changing Career Tracks in Advisory Firms

Published on July 15, 2026

You don’t have to rush in with a top-to-bottom transformation of your entire business. Use AI to draft a client newsletter, or try using a note-taker. Pick something specific, quantify the results, and if it’s truly helpful for the business, operationalize the process. Then move to the next thing.

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SpaceX & Beyond: A New ETF for the Space Economy

July 15, 2026
When it comes to space stocks, Elon Musk’s SpaceX (SPCX) is clearly the big kahuna. After all, the company just completed the largest initial public offering (IPO) in history, rapidly joining the $1 trillion-plus market capitalization club in the process. However, the broader space economy extends beyond a single company.

A Year-Round Opportunity

July 15, 2026
The first half of 2026 reinforced an important lesson for fixed income investors: Tax-loss harvesting opportunities don’t always arrive at year-end, often appearing during short periods of market dislocation when interest rates rise, new-issue supply increases or investor sentiment shifts.