Technology’s Correction Faces Another Test – July 17, 2026
Good morning, The market narrative that emerged in June has carried over into July: profit-taking in technology—particularly semiconductors—with much of those proceeds rotating into more defensive sectors of the market. The major indices this week reflect that pattern: Semiconductors remain the lifeblood of the AI revolution. At their peak earlier this year, the Philadelphia Semiconductor […]
A Note on Protecting Your Accounts from Financial Fraud
Much of our work together concerns risk: how much of it you are taking, whether you are being fairly compensated for it, and how your plan behaves when markets don’t cooperate. This month we’re writing about a different kind of risk, one that sits outside your portfolio but threatens it nonetheless: the rise of increasingly […]