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

Published on 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.

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Equity Markets and the Weather: Escaping the Forecast Trap

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.

Investing Myths Dismantled (Chapter 4 of 5)

September 9, 2026
Chapter 3 of this series ended with a simple question. If the math so plainly says avoid big losses, respect valuations, and mind your timing, why does so much of the industry preach the opposite?