Media Contact: Greg Lai Affinity Investment Advisors, LLC Greg.lai@affinityinvestment.com (949) 251-2358 Affinity Named to PSN Top Guns List of Best Performing Strategies for Q2 2026 Quarterly PSN Top Guns List published by YCharts identifies best-in-class separate accounts, managed accounts, and mana

What the SpaceX IPO May Tell Us About the Future of Investing Gregory R Lai, CFA There are moments in investing when the rules don't change, but the playing field does. Or perhaps it's the other way around? Fifty years ago, the challenge was gaining diversified exposure to the public markets. Twenty-five years ago, the challenge was reducing costs, minimizing taxes, and avoiding unnecessary trading. The rise of index investing solved many of those problems and, in doing so, t

Sometimes the Wisest Policy Is Restraint Gregory R Lai, CFA Every so often, I receive a note from our sage market observer and historian Mike Petrino that causes me to pause and think. Mike has spent decades studying economic cycles, monetary policy, and financial markets. Educated at the University of Chicago, his observations are grounded not in political ideology, but in economic history. While headlines often focus on what governments should do next, Mike has a habit of a

Gregory R Lai, CFA When most people think of investment banks, they think of chaos—trading floors, market swings, and earnings tied to whatever the market gives or takes. But every now and then, a firm quietly changes its DNA. Though as a former Morgan Stanley Managing Director, I can tell you—insiders wouldn’t describe it as quiet. Those that “were” became former Morgan Stanley. But that’s a conversation best had over beers. That said, Morgan Stanley may have changed its DNA