In our latest article, we look at the data behind investor cash levels, explain how mental accounting works, and outline three strategic considerations to help ensure your portfolio is structured efficiently.| Sunpointe Investments
Over the past several years, asset and wealth management industry analysts have warned investors about the high valuation and concentration levels within the major indexes of large-cap growth stocks. While these concerns have merit, we believe investors should continue to own large-cap growth stocks and technology stocks.| Sunpointe Investments
As we enter the second half of 2025, markets are sending mixed signals. While equity valuations remain elevated, some of the underlying economic data is beginning to soften. This divergence raises an important question: Are current earnings expectations aligned with economic reality?| Sunpointe Investments