NEWS AND INSIGHTS | VIDEO

Holly Newman Kroft Featured on CNBC’s Squawk on the Street July 20, 2026

July 22, 2026
Holly Newman Kroft, Senior Wealth Advisor

Holly Newman Kroft, Senior Wealth Advisor, joined Sara Eisen and Carl Quintanilla on CNBC's “Squawk on the Street” this week to share her perspective on what investors need to be thinking about.

Heading into the second half of the year, investors can expect uncertainty and volatility to persist. But underneath the noise, the market's structure is quietly shifting. The Magnificent 7's grip on performance continues to loosen, while small caps, emerging markets, and value stocks gain real strength, a broadening confirmed by the equal weighted index outperforming the S&P 500.

Holly also discusses the AI buildout as part of a genuine industrial transformation, one where companies are spending heavily just to keep pace, with more losers than winners likely among those racing to catch up. Still, she points to labor market strength as a reminder that, as with past industrial revolutions, new technology can still create new jobs even as it displaces others.

Ultimately, her advice comes down to risk tolerance and asset allocation. Rather than reacting to headlines, periodically confirm that your risk profile still matches your portfolio's asset allocation, since markets shift and portfolios need to be reassessed accordingly rather than left on autopilot. Getting that alignment right does more than cushion against volatility, it lets you sleep well at night, confident you can stay invested through uncertainty, whatever the next headline brings.

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