Hitting all-time highs in the market as we enter the second half of the year means people are reexamining their strategies in case of an upset, says Mindy McIntosh. She likes the energy sector and AI, which she calls “here to stay.” Despite wariness around international markets, she still thinks there are opportunities there, but notes timelines for those investments could change quickly. In general, she uses the “rule of 100” for allocation between types of assets.