Following Fed Chair Jerome Powell’s Jackson Hole speech, markets are taking a short breather with higher hopes of a September rate cut. Both big tech and small cap are in the spotlight, but where should investors focus?

 

While lower rates could provide a tailwind for small caps, we still see tech as leadership.

 

Is it overbought? Maybe. But we remain overweight in tech because we’re investing with a long-term lens.

 

Hear more insights in Brooke’s Bloomberg interview below. 👇

 

 

*Forbes Top Women Wealth Advisors Best-In-State (2018, 2019, 2022, 2023, 2024, 2025), created by SHOOK Research. Most recently presented Feb 2025 based on data gathered from 9/30/23 – 9/30/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.