Markets have delivered a strong first half of 2026, but many investors are wondering what’s next.
In this month’s update, we answer some of the most common questions clients are asking, including whether the recent market rally can continue, where interest rates may be headed, and what the latest developments mean for Bitcoin and cryptocurrency investors.
Plus, a review of why asset location remains one of the simplest ways to improve after-tax returns and how thoughtful portfolio construction can create meaningful long-term benefits for investors.