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Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence

It comes down to earnings durability and breadth.With equities hovering near all-time highs and the S&P 500 closing out its strongest monthly performance since late 2020, the current phase of the cycle is being defined less by multiple expansion and more by the consistency and scalability of earnings growth. For wealth advisors and RIAs, the central question is no longer whether earnings are strong—it is whether they are sufficiently broad, persistent, and investable across sectors to justify continued exposure at these levels.

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Tax Alpha, Total Customization, and Five Minutes a Quarter: Alpha Vee Makes the Case for Direct Indexing

Every advisor has a version of the same pitch conversation.

Fed Dissenters Speak Out: 'The Next Rate Change Could Be Either A Cut Or A Hike'

(Yahoo! Finance) - Three Federal Reserve officials offered insight about why they dissented at this past week’s meeting over the central bank’s bias toward cutting interest rates.

China's Rare Defiance Of US Sanctions Sparks Showdown Over Banks

(Bloomberg) - China has ordered companies to defy US sanctions for the first time, a step that threatens to put its banking sector into the crosshairs of competition between the world’s largest economies.