Rotation Broadens as AI Leaders Cool

U.S. stocks ended mixed after another sharp rotation out of semiconductor and other high-profile AI names and into a broader set of companies tied to steadier growth.

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Recent Blog Posts

Do You Really Need a Family Office? Key Questions for Modern Wealthy Families

Planning
June 26, 2026

As your wealth grows, so does the complexity of managing it. Investments, business interests, tax considerations, estate planning, philanthropy, and the needs of multiple family members all compete for your time and attention. 

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Managing Taxes on Social Security and 401(k) Income Together

Retirement
June 26, 2026

Managing Social Security and 401(k) income can feel overwhelming, but the main challenge is tracking one key number: your combined (or provisional) income. 

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Tech Rotation Masks a Mixed Day on Wall Street

Personal Investor
June 25, 2026

Wall Street finished mixed as strength in semiconductors and parts of the broader market offset renewed weakness in the largest technology names.

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FOR MEMPHIS: Good News From Memphis - Good News For Memphis June 23, 2026

News
June 23, 2026

There is more good news than what can fit in this newsletter, and that’s a good thing. It just proves that our city has a lot going for it. It proves Memphians are out there representing our city and making a difference FOR MEMPHIS.

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AI Trade Stumbles as Tech Selloff Ripples Across Global Markets

Personal Investor
June 23, 2026

Stocks pulled back sharply Tuesday as investors reassessed whether the market’s AI-driven rally has run too far, too fast.

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Tech Weakness Pulls Stocks Lower

Personal Investor
June 22, 2026

Stocks finished mixed Monday as optimism around tentative U.S.-Iran progress and lower oil prices was outweighed by weakness in megacap technology and AI-linked names.

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