Advisors
Client Memo: Are You Holding Enough Stocks in Your Portfolio? ai & technology earnings growth equities investment strategies long-term investing market commentary market outlook portfolio management s&p 500 stock market stocks valuations Aug 19, 2026

The S&P 500 has hit numerous record highs this year, overcoming a couple of hurdles where we saw a not insignificant drawdown. In my last memo to clients, I wrote about how the drawdown in stocks in July was structural, not fundamental, and how structural declines in the market tend to be shallow an...

Continue Reading...