Finding Value in the Crowded AI Trade

Published on July 15, 2026

After a wild last 12 months in a technology stock boom – and more recent volatility – the question du jour, in our view, is not whether AI is transformative.

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Feathery Raises $30M to Develop AI Wealth Management Tools

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The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

Controlling Portfolio Structure

July 15, 2026
Regardless of how inflation is measured or debated, households continue to feel the cumulative effect of higher prices. The cost of goods and services have risen at a high pace over the past several years, and wage growth has not always kept pace evenly across households.