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Megacap Concentration Risk Worrying? Try Equal-Weight ETF EQL

Of the variety of market risks looming about portfolios, concentration risk deserves special mention. Inflation provides a persistent, stubborn specter, and geopolitical issues pose particularly painful, but perhaps smaller, risks. Concentration risk, however, comes with the particular twist of also providing benefit, with...

S&P 500 Snapshot: Jobs Report Sends Index to Worst Day in 2 Months

The S&P 500 posted its largest weekly loss in over two months, falling 2.4%. This followed its worst day in over two months, a 1.6% loss on Friday after the release of the July jobs report. The table below summarizes the number of...

Rebuilding Organic Growth in the Age of Digital First Impressions

By Ryan Krystopowicz, CFA, Director of Client Solutions Key Takeaways In today’s advisor landscape, making a polished digital presence is critical to earning trust. Organic growth has shifted from word of mouth to web-first impressions, requiring advisors to align their credibility with how...

Semiconductor Industry Updates: Hyperscalers Go Vertical and Policy Clouds Linger

Hyperscalers double down on AI chips, memory surges on HBM demand, and M&A talk rises amid labor and export policy clouds in a fast-evolving semiconductor landscape. 3 Key Takeaways This Month AI Buildout Accelerates Across Sectors: From hyperscalers to automakers, AI infrastructure spend continues to...

Funding Face Off, Downsizing, and Huge Hacks

Index Increase – The June 2025 Consumer Price Index increased by 0.3%, bringing the 12-month average to 2.7%. The gasoline index jumped by 1.0% in June 2025; however, the 12-month average still shows an 8.3% decline (source: U.S. Bureau of Labor Statistics). Downsizing – The...

Speculators should be wary. Investors should be licking their chops.

There have been two times in my career when speculation ran rampant, markets got frothy, and financial bubbles formed. One was the Tech Bubble and the other was the Housing Bubble. The current environment seems very much the same as those two periods,...
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