Investing in American Resilience

Published on November 6, 2026

Amid a rapidly changing world, where China’s rise as an industrial powerhouse has nations around the globe on alert, we believe that American reindustrialization will be an important driver of investment returns in the decade ahead. Standard U.S. equity indexes are poorly positioned to capture the benefits of this generational opportunity due to their global, technology-heavy composition.

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VettaFi Wants to Know: How Are Advisors Navigating Crypto Allocations?

November 6, 2026
We have been writing extensively about the rapid evolution of crypto ETFs, and recent data reinforces why digital assets remain top of mind for wealth managers. According to CoinShares, financial advisors hold roughly 55% of Wall Street’s total bitcoin ETF stake at the end of the second quarter, cementing their role as primary drivers of long-term digital asset adoption.

Beyond the Ballots: What Matters for Markets

November 6, 2026
The votes have been cast. While control of the House and Senate has been decided, now we wait for the final tallies (and celebrate the end of the political ads — at least for another 20 months or so). We’re not political strategists, but policy does move markets, so it’s important to pay attention.