2 Question Tuesday® – 08/18/2026 – Could AI Concentration in the S&P 500 Lead to Another Boom-and-Bust Cycle? How Could a Wealth Tax Affect Investment and Portfolio Management?
Welcome to 2 Question Tuesday. This week’s questions were:
- Could AI Concentration in the S&P 500 Lead to Another Boom-and-Bust Cycle?
- How Could a Wealth Tax Affect Investment and Portfolio Management?
This week’s 2 Question Tuesday Bob Sellers asks Phil DeAngelo and Matthew Wyant II from Focused Wealth Management about whether the growing concentration of AI-related companies in the S&P 500 could create another boom-and-bust cycle. They also discuss how a potential wealth tax could influence investment decisions, capital movement, municipal bonds, and portfolio management.
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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.