On AI Bubbles & Keeping Clients Invested Without Ignoring Risk

Published on July 29, 2026

Clients do not need us to predict whether the next 10% move is up or down. They need help staying invested in a way that matches their goals, their time horizon, and their actual tolerance for risk. Staying invested is easier when clients understand what each part of the portfolio is designed to do.

Continue reading on website
Other news

IRS Issues Transitional Guidance on Qualified Opportunity Zones

July 29, 2026
Notice 2026-40 introduces planning opportunities that investors must take by year’s end.

Cryptocurrencies: Bitcoin Inches Down 4% This Week

July 29, 2026
Bitcoin's closing price inched lower this week, dropping almost 4%. BTC is currently down approximately 27% year-to-date and sits about 49% below its October 2025 record high.