The Build May Get Harder. The Need Does Not Go Away.

Published on November 11, 2026

Voters sent a clear message about data centers on Tuesday. We take it seriously. But data centers are one node in a larger AI-infrastructure build: chips, networks, power, cooling, sites and the capital that funds them. We have to look past the heavy rhetoric to what the policy can actually do.

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Inside the Billions Pouring Into Dividend ETFs

November 11, 2026
Dividend ETFs have long been an investor favorite for their unique defensive flavor and total-return profile in the face of sticky inflation, rising interest rates, and volatile markets. While bonds may struggle with price erosion in rising rate cycles, and growth equities may face valuation compression, dividend stocks can offer resilience through cash flow and lower equity duration.

The Status of Refer-a-Friend Programs Under the RIA Marketing Rule

November 11, 2026
If an advisor provides clients with standardized promotional materials for mass distribution, republishes client recommendations in their own marketing (even if the clients are unpaid), or otherwise turns the testimonial into a communication to more than one person, the analysis immediately changes. Then, the communication may very well be an advertisement.