Research

White papers, charts, studies, and research-backed advisor resources.

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Why the Wealthy Never Invest Like Retail Investors

A little U.S. large cap. A little international. Some bonds. Maybe a tactical sleeve that somehow still owns the same seven stocks as everything else.

Guest Contributor Jun 1, 2026

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What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure

If you want a single indicator of how fast this industry is moving, just look at the chip sector.

Frank Holmes Jun 1, 2026
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The AI Bubble Warning Wall Street Doesn’t Want to Hear

Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.

Michael P. Lebowitz May 30, 2026
Research
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.

More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.

Todd Shriber May 29, 2026
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Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now

After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.

Orion May 27, 2026
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The Third Engine of Portfolio Diversification

In racing, and investing, the goal is not simply to go fast. It is to stay balanced enough to see investor financial plans through the finish line!

Matt Gentzkow May 21, 2026
Research
AI Turned Taiwan Into Most Dangerous Economic Flashpoint on Earth

It’s a helpful framework for understanding markets and geopolitics, and right now, there’s no better place to apply it than Taiwan.

Frank Holmes May 19, 2026

Featured story

Why the Wealthy Never Invest Like Retail Investors

More coverage

What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure

The AI Bubble Warning Wall Street Doesn’t Want to Hear

Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.

Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now

The Third Engine of Portfolio Diversification

AI Turned Taiwan Into Most Dangerous Economic Flashpoint on Earth