Equity Markets and the Weather: Escaping the Forecast Trap

Published on September 9, 2026

Equity markets can be as difficult to forecast as the weather, yet investors often assume future return patterns will predictably follow recent trends. In today’s turbulent market climate, we think fundamental research can help investors build conviction in long-term company forecasts that may be obscured by the AI-driven cloud cover.

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5 Key Forces Shaping the Market Outlook After Labor Day

September 9, 2026
Labor Day signals more than summer’s end. It marks a return of focus to the economic and market forces that will shape the remainder of the year. From resilient earnings and record AI spending to rising bond yields and the midterm elections, there is no shortage of forces shaping the market outlook.

Savvy Wealth Raises $100M, Valuation Hits $600M

September 9, 2026
Halo Fund led the new round, bringing the total raised by the 5-year-old AI-native RIA, which manages $8 billion, to more than $200 million.