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Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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A mature but still intact equity bull market

 Feb 26, 2026 |Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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Big Tech’s AI expansion: From investment to scalable returns

 Feb 03, 2026 |Joseph Wu, CFA

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

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