Helpful articles to educate, inspire and empower you on your financial planning journey.

Stacy Dervin Stacy Dervin

Is Your 'Diversified' Index Fund Actually Diversified? (Or are you taking a big bet on AI?)

Markets are up across the board in 2026, and your portfolio is benefiting. U.S. stocks are more expensive than usual, but perhaps not at crisis levels. International markets are still looking attractive. AI is real and the companies driving it are exceptional, but a third of the S&P 500 is concentrated in just seven stocks, which is why we deliberately own those companies in a more balanced way. Your big takeaway: Tailored’s diversified model portfolios are positioned thoughtfully to perform through all different kinds of market environments.

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