Last week, America opened football training camp and released the first reading of 2Q gross domestic product. Both looked great on paper, neither counts yet, and the real results won't arrive for another month.

The AI buildout has hit the stage that anyone who's ever lived through a renovation recognizes: you started out replacing a vanity, and now there's a structural engineer in the kitchen and everyone keeps saying "while we're in here..."

Low-volatility stocks look cheap, AI may be helping hiring, and banks are turning higher rates into a tailwind.

Lower income households are getting a raise, increasing capex estimates signal confidence, and small businesses are catching up in their use of AI.

Participants want caregiver planning support, but many lack confidence in key financial decisions. Advisors can help fill the gap.

Jim Lydotes flips the timer on a retail energy deal, thinner consumer cushions, and how index rebalancing shows why investors should look beneath the market surface.

Jim Lydotes flips the timer on our Grassroots Research on data centers, healthcare companies reinvesting AI dividends, and the breakdown in common value metrics.

Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.

Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.