2025 Was a Record Year for ETFs; 2026 Is Upstaging It

Published on August 5, 2026

The numbers are in, and the story of ETF adoption goes on undeterred. In July, ETFs saw their third month this year of asset inflows exceeding $190 billion. If 2025 was a record-breaking year for ETF asset creation, 2026 is promising to upstage it.

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Tax-Aware Portfolio Transitions: Why the Transition Matters as Much as the Portfolio

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New clients frequently arrive with portfolios that have been built over many years, often across multiple market cycles and advisory relationships. While these portfolios may have generated strong returns, they can also contain concentrated positions, legacy holdings or allocations that no longer align with the client's objectives.

Stocks Heard a Dove. The Bond Market Didn’t.

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On Wednesday afternoon the Federal Reserve held interest rates steady for a fifth consecutive meeting, and stocks buckled: the Dow fell 1,153 points, its worst day since April of last year.