1. Beyond the S&P 500: From Concentration to Conviction

When investors talk about the S&P 500, they often imagine a broad reflection of the U.S. economy, but in reality, the Index's behavior is increasingly dictated by a small cluster of mega-cap firms. Today, just seven companies, NVIDIA, Microsoft, Apple, Alphabet, Amazon, Meta and Tesla, account for nearly 40% of its total market capitalization. This level of concentration rivals or exceeds any prior period in modern market history, amplifying both returns and risk. In essence, the S&P 500 has become less a diversified portfolio and more a proxy for the world's most dominant technology platforms. — Christopher Gannatti

2. AI’s Next Act: The Non-Tech Companies Poised to Benefit Most

As adoption increases, AI is likely to expand well beyond a tech story — delivering measurable business outcomes and fresh opportunities for investors. AI can help expand margins and reduce costs across utilities, financial services, communications, and health care through practical applications: optimizing infrastructure, automating compliance, personalizing engagement, and improving diagnostics. — Lincoln Financial

3. AI Is the Revolution—but Many AI Stocks May Be the Bubble

Larry Fink, CEO of BlackRock, recently declared: “I do not believe there’s an AI bubble by any imagination.” We agree and disagree. We believe AI is a technological game-changer on par with the invention of the computer and the internet. AI technology is not a bubble and will prove incredibly valuable and productive. However, it’s quite likely that many AI investments are in the midst of a financial bubble. — Michael Lebowitz

4. The Bull Market Is Broadening in 2026 — Here’s How Investors Can Position Ahead of the Shift

For much of the past two years, the bull market has been a "top-heavy" affair. Driven by a handful of mega-cap technology giants, the S&P 500 marched higher while the "average" stock often sat on the sidelines. As we move into 2026, the narrative appears to be shifting as both the Russell 2000 Index, and the S&P 500 Equal Weight Index, have gotten off to hot starts ahead of the S&P 500 Index. — Lance McGray

5. How To Treat Your Client as a Market of One

Unless you tell them, your client has no idea how many relationships you have on the books. They might think you have thousands. If you work at a major financial services firm, they might count their retail clients in the millions. The next tier of firm counts their clientele in millions, or at least several hundred thousand. Your client has consciously chosen to work with a financial advisor. They want to be treated as a market of one. How can you do that? — Bryce Sanders

6. The One AI Trade I’m Most Confident in for 2026

There’s a repeatable secret to doubling your money in artificial intelligence (AI) stocks. Buy the bottleneck. Every few months, AI slams into a new physical limit. And almost every time that constraint sits in some forgotten corner of the market… And turns that group of stocks into the hottest thing on Wall Street. — Stephen McBride

7. The Day an Ideal Client Leaves: A Wake-Up Call for Financial Advisors

What happens when a financial advisor loses one of their ideal clients? I received a call last week from a financial advisor who just lost one of their ideal clients. When I asked the advisor why they left their financial advisor, he came up with numerous reasons such as performance, communication but they had a great relationship. Instead I figure out why they left start figuring out what they were getting or more importantly not getting from you as a financial advisor. The advisor started to worry about other clients leaving and wanted to come up with plans for preventing that to happen. — Grant Hicks

8. How High-Performing Firms Replace Intensity With Rhythm

Direction beats effort Your calendar does not need more activity. It needs a way of running the firm that makes decisions obvious and distractions irrelevant. Be explicit about the finish line. Be clear on standards. Run a rhythm your team can follow without constant oversight. — Erin Botsford

9. Credibility Comes From What You Do Not What You Say

Most Financial Advisors are uncomfortable talking about themselves. They worry it sounds boastful. They fear coming across as salesy. They assume credibility must be claimed or it won’t be noticed. So, they default to credentials. Titles. Designations. Years in the business. And while those things matter, they rarely do the work Advisors hope they will. Because credibility and credentials are not the same thing. — Don Connelly

10. AI’s Appetite for Energy Could Spark a Nuclear Renaissance

Is nuclear energy the answer to meeting ballooning AI power needs, plus 2 share ideas that might benefit. In 1951, nuclear energy generated electricity for the first time, producing enough power for four light bulbs. Since then, its place as a significant contributor to the global electricity supply has been volatile. Before the 1986 Chernobyl disaster, nuclear supplied around 17% of global electricity. But safety concerns like these began to complicate the public’s opinion of the atomic fuel, as well as rising costs. , Today, the International Energy Agency (IEA) estimates it makes up less than 10% of global electricity. And recent conflicts, including the targeting of nuclear facilities in Ukraine, has renewed focus on associated risks. — Aarin Chiekrie and Joshua Sherrard-Bewhay

11. How to Reach the Point Where Ideal Prospects Call You First

Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously. Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the demand. Nirvana! — Tony Vidler