Summit Deputy Chief Investment Officer Steven Melnick, CFA, writes in Wealth Management’s “2026 Midyear Outlook” that predicting where markets land six months from now makes for a thought-provoking exercise, but it rarely gives clients anything they can act on.
Every major IPO now comes with the same phone call. A client sees an AI platform or tech company hit...
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A business sale or a large option exercise can feel like you’ve reached the finish line. However, if a client...
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