Archive for July 2026
Market Volatility and Diversification
INVESTMENT COMMITTEE COMMENTARY July 2026 The U.S. stock market in July continued the rotation from mega-tech and artificial intelligence driven stocks to an expansion in overall market breadth. Coming off a robust second quarter that saw equities touch record territory, July witnessed a shift away from mega-cap technology toward blue-chip value, small-cap equities, and equal-weighted…
Read MoreTrump Accounts: Understanding and Optimizing the New Children’s Savings Accounts
On July 4, 2026, the long-advertised Trump Accounts were launched, with more than 6 million accounts being pre-registered ahead of the holiday. Some have been enticed by the prospects of free contributions from the government or private donors (notably Michael Dell). Others view the accounts as opportunistic long-term savings vehicles for young family members. Amid…
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