July gave us a front-row seat to the market's favorite game: making a lot of noise while continuing to march forward.

Both stocks and bonds experienced some sharp twists and turns this past month as investors wrestled with shifting interest rate expectations and economic data. Yet, beneath the daily ups and downs, the underlying economy and America's top companies remain remarkably resilient.

The lesson?

THE ADVISORY PARADOX: OBSESSING OVER SMALL ACCOUNTS WHILE IGNORING THE TRILLIONS HELD AWAY

Let’s get straight to the point: Your clients are hiding their most valuable wealth right under your nose.

For independent financial advisers and wealth management firms, the daily routine is a blur of portfolio rebalancing, tax-loss harvesting, and agonizing over . . .

When advisers talk about growth, the conversation usually turns to attracting new clients.

More marketing.

More referrals.

More networking.

More assets under management.

Those are all worthwhile goals. But there's a question that doesn't get . . .

For many advisers, "held-away" has become synonymous with "off limits."

But that thinking may be causing firms to overlook one of the biggest opportunities already sitting inside their existing client base.

Here are three misconceptions I hear all the time…

The second quarter reminded us that the stock market can be noisy. Investors bounced from worrying about inflation, to interest rates, to world events, but strong businesses kept doing what they do best; earning money. By the end of June, the major. . .

The technical indicators we monitor for the Tactical models have had 3 days with two (or more) in the “risk off” position. (See Chart Below)

As of today, the Tactical Models will move half the equity positions to cash due to the changes in the technical indicators we follow . . .

As a fee-based financial adviser, your value proposition isn’t just about "picking stocks." It’s about being the steady hand that guides a client’s entire financial life. Yet, for too long, a massive chunk of your clients' wealth: their 401(k): has lived in a black box of generic guidance.

When you charge a fee for 401(k) advice, you aren't just a luxury; you are a necessity.

However, the “industry” has tried to convince participants that "generic" is "good enough." They point to Target-Date Funds (TDFs) and . . .

The technical indicators we monitor for the Tactical models have had 3 days with two (or more) in the “risk on” position.

The only one that is still in a “risk off” position is the Volatility Index (VIX).

So, as of today, the Tactical Models will be fully invested and move the cash off the sidelines and back into the stock market.

As of today, the Strategic and Tactical models will be invested in the same way.

Please understand . . .