EdgeRock Wealth Management

06/02/2026

COUNTDOWN TO LAUNCH: The SpaceX IPO is upon us. The Elon Musk-led rocket company is reportedly seeking a $75B raise at as much as a $1.75T valuation. Here's why that's not out of this world.

The Elon Musk-led SpaceX is about to issue the largest public offering in market history. Here's why everyone should be paying attention.

05/27/2026

Cash, CDs, Money Market Funds, Fixed Annuities—we're told these are "safe" places to keep savings. But in an inflationary environment, they can *lose* real value over time.

Let's talk about why.

Inflation risk is portfolio risk. Here's why your "safe money" might be doing more hard to your portfolio than you think.

05/20/2026

The top 10 names in the now make up nearly 40% of the index. (Up from about 19% a decade ago.)

This doesn't mean it's broken. But passive exposure isn't as broadly diversified as it used to be.

Let's talk about what that means for investors.

https://edgerockwealth.com/sp-500-isnt-broken-not-what-you-think-you-bought/

05/07/2026

Most families maintain CPA, attorney, and investment advisory relationships that never even talk to each other, let alone coordinate.

We take a look into what's lost when you keep each element of your financial plan in a silo.

Most families maintain CPA, attorney, and investment advisory relationships that never coordinate. We take a look at what's lost in this fragmentation.

05/05/2026

2025 saw some of the largest outflows into international equity in recent memory. We take a look back on a rare year underperforming year for the S&P 500 and the factors that drove it.

International equity is up double digits on the S&P 500. Here's what actually drove it—and why the catalysts are still in place.

05/01/2026

Your situation is unique. So why isn't your investment strategy?

At EdgeRock, we design purpose-built portfolios from the ground up. Because a generic mix of stocks and bonds—however well-intentioned—wasn't built for your income, your tax rate, or your timeline.

Custom portfolio design creates tax-efficiency opportunities and diversification strategies that a model portfolio simply can't reach.

04/14/2026

57% of high-net-worth investors hire the first financial advisor they speak with. No second opinion. No comparative analysis.

Here's eight questions that go deeper than just fees and returns—questions about philosophy, process, and what actually happens when things get hard.

If you're having second thoughts about your advisor relationship, this is a good place to start.

Most people hire the first advisor they meet. Here are the questions that reveal philosophy, process, and whether they deserve your trust.

04/09/2026

No one likes downmarket events. But if your advisor doesn't recognize those moments as opportunities, you might be missing out.

Read the full article here: https://bit.ly/3PUjKI8

04/07/2026

Private credit is dominating financial headlines right now—and not for the right reasons: fund gating, rising defaults, AI disruption fears in software. EdgeRock CIO Rob Foss explains why the moment deserves our attention, but also why some of the panic is misdirected.

Some of the biggest asset managers in the world are catching flak for gating redemptions. Here's what that means and why you should be paying attention.

03/26/2026

Volatile markets create narrow windows of tax-planning opportunity that don't exist when stocks are soaring. Tax-loss harvesting, Roth conversions at compressed valuations, asset location and gifting strategies that shift future appreciation out of your estate. Effective planning is about creating value beyond portfolio returns.

Read more below.

Down markets aren't so devastating if you're positioned to take advantage. Let's talk about strategies too many investors (and advisors) miss.