One notable group has been absent from the 2026 stock rally: the American tech giants that have charged a nearly four-year bull run.

Widowhood does not happen on paper. It happens in the middle of grief, changing income, tax questions, family expectations, housing decisions, administrative demands, and a profound shift in identity. The math may still work, but the human operating system has changed. And that is why advisors need to stress test — not only for portfolio survival, but for survivor usability.

After years of working with advisors and studying client behavior, the reasons clients leave come down to three core patterns. They are predictable. They are preventable. And they almost always trace back to a conversation that never happened in the first meeting.

I have spent the better part of my career watching how organizations manage access to sensitive data — who has it, who should have it, and how long it takes anyone to notice when those two things stop matching. In financial services, that gap tends to be measured in months.

A wave of profit taking in the gold market has brought a three-year bull run to an end, but there’s little evidence yet that investors are putting on large-scale short positions in anticipation of further declines.

In 2003, the Pentagon’s Defense Advanced Research Projects Agency made a visionary attempt to use prediction markets for geopolitical forecasting. However, it created a huge controversy in Congress and was quickly killed.

Bitcoin tumbled as renewed geopolitical tensions rattled digital asset markets, eclipsing what had been a muted reaction to Strategy Inc.’s latest sale of the token earlier in the week.

After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.

“Productization” has quickly become one of the most widely used terms in wealth management. It appears in strategy decks, conference discussions, and vendor messaging. Yet, despite its popularity, the concept remains poorly understood in practice.

Steven Pinker's latest book digs into why the knowledge we hold in common matters and how it helps society operate more smoothly.

The word fiduciary no longer answers the only question that matters: Whether the advice you are given is shaped by what the advisor earns from giving it. Many advisors will tell you, accurately, that they are fiduciaries, and many will say they have no conflicts without disclosing the ones they hold.

For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.

SpaceX joins the Nasdaq 100 Index Tuesday as Wall Street brokerages launch coverage of Elon Musk’s rocket, satellite and artificial intelligence company with a clear consensus: buy the stock.

The higher the rally in technology high-flyers, the louder the anxiety around a new wave of turbulence in the group.

When Mark Zuckerberg gets a bold new business idea, he likes to throw money at it. Last summer, he dropped $14.3 billion for a 49% stake in Scale AI, allowing him to poach its wunderkind founder Alexandr Wang to lead a new project to build artificial-intelligence systems that surpass human intelligence.

Private equity may be our No. 1 economic boogeyman. It is blamed for rising real estate prices, poor medical care, and ruining many of the businesses we used to love.

Every sector chart tells you where the crowd is. Almost none tell you the thing a stock picker actually needs to know: Inside a given sector, how much room is there to beat the average name?

What is remarkable about Livermore is that his rules are still incredibly valuable. The markets he traded in no longer exist. The technology, the communication speeds, and the regulatory framework of his day are unrecognizable compared to today. But the principles and behavioral patterns he identified are as operational in 2026 as they were a hundred years ago.

Personalization is high on the list of improvements because investing is personal. But we need to be careful in delivering personalization and to recognize the important distinctions between risk capacity (the ability to take risk) and risk tolerance (the willingness to take risks).

The US industrial robot industry is characterized by low growth and highly customized projects. Artificial intelligence holds out the hope to change that, especially when it comes to robots that can move and work safely around humans.

A violent rotation in the underbelly of a bullish stock market is extending the worst run for quantitative hedge funds since 2023.

Goldman Sachs Group Inc. sees the yen weakening to 165 per dollar in a year’s time, driven in part by Japan’s interest rate differentials with the US.

Oil held onto its recent run of losses, with traders looking for clues on flows through the Strait of Hormuz as barrels continue to return to the market after months of disruption.

US stock futures climbed early Monday as investors gauged whether the artificial-intelligence trade can regain its footing after one of its sharpest pullbacks in more than two years.

One of JPMorgan Chase & Co.’s most senior executives is leaving the bank after a four-decade career, in which she most recently led its artificial intelligence drive from a coveted spot on its top operating committee.

Slate Auto, the electric vehicle start-up backed by Jeff Bezos, is a grand experiment in whether austerity sells — and a warning for the US auto sector.

The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet.

The head of BlackRock Inc.’s beleaguered private credit fund is in the process of leaving the firm, a move that follows months of losses on soured loans and revelations of a US regulatory probe into the unit’s valuation practices.

The business of overseeing individually tailored municipal-bond portfolios has continued to grow rapidly, turning those money managers into the biggest holders of state and local government debt, according to JPMorgan Chase & Co.

With the artificial intelligence race moving so rapidly, even a momentary lag can be costly. Alphabet Inc.’s Google is learning this the hard way: The search giant rapidly caught up with

Federal Reserve Chairman Kevin Warsh said price risks have come down in recent weeks, while repeating his determination to bring inflation back to the US central bank’s 2% target.

This debate also highlights a broader challenge facing markets today — balancing the desire for transparency with the need to encourage long-term thinking. Despite how often companies report results, investors will still need to discern short-term noise from long-term value.

The firms that operate rigorous vendor evaluation will compound two advantages simultaneously: They buy the right tools now, and their advisors trust them when the next generation of AI arrives. In a decade that will be defined by the industry's capacity to do more with fewer people, that trust is a strategic asset.

Acquiring a book of business is one of the fastest ways an independent advisor can grow AUM, expand a client base, and build long-term enterprise value. It is also one of the most financially consequential decisions you will ever make — and most advisors approach it underprepared.

A private bond market dating back more than a century is opening a new front in the trillion-dollar AI funding boom, allowing tech borrowers to sell debt directly to deep-pocketed insurance firms.

July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.

At the start of the regional war in February, Wall Street banks were grappling with the prospect of a protracted slowdown in the Middle East. Three months in, many firms are rushing to add bankers after local investors largely looked past the conflict and doubled down on dealmaking.

Meta Platforms Inc. is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud.

If your heart and mind tell you to go looking for someone older because that’s going to fit your culture more effectively, by all means search in that direction. Just don’t give up on younger, next-generation team members without making sure you have given them every opportunity to succeed.

The US Securities and Exchange Commission is signaling a potential rethink of how it oversees exchange-traded funds after a recent wave of filings for prediction-market ETFs prompted fresh scrutiny of the existing regulatory framework.

The OBBBA created something the industry rarely gets: a defined planning window without a hard deadline attached. Exemptions are historically high, the law has no sunset, and there's a real body of existing work that needs revisiting. The advisors who treat this as an opportunity, rather than waiting for a client to ask, will drive much stronger outcomes compared to those who don’t.

Even people whose money beliefs and behaviors align more closely are not necessarily an ideal match. Partners whose predominant money scripts fall into the money vigilance category may both track expenses, openly discuss finances, and hold similar values around saving.

These are dark days for free-market economists when one of the few areas of bipartisan consensus is for a terrible idea: Both Vice President JD Vance and Senator Bernie Sanders want the federal government to take an explicit stake in AI firms.

Oil headed for the biggest quarterly decline since the pandemic as flows through the Strait of Hormuz accelerated following progress on a peace deal, with Morgan Stanley warning of a potential glut ahead.

Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go.

A sharp rise in the dollar may emerge as one of the biggest “pain trades” in the second half of the year, according to HSBC Holdings Plc.

Meme mania swept through Wall Street in 2021. Retail investors gathered on social media and coordinated trading strategies to short squeeze high-profile hedge funds.

Markets will continue to shift. Headlines will change. Volatility will come and go. What endures is the value of having a thoughtful, well-constructed plan. Planning creates structure during uncertain periods and helps clients stay focused on long-term goals instead of short-term noise.

Jesse Livermore’s prolific trading stories about the fortunes he made and lost are well documented in two books. While his career was marked by the incredible volatility of his wealth, and some consider him a failure as he died broke, his market knowledge is invaluable. Accordingly, we share his 21 market rules.

The way the SPIVA U.S. Scorecard evaluates performance is not well aligned with the experience of investors. Adjusting for this reveals a more balanced view of active fund performance. While active and passive U.S. equity funds perform similarly, active bond funds tend to outperform.