Earnings season offers a window into the health of the economy and the direction of the stock market, especially when it comes to the results from the world’s largest technology firms like Amazon, Meta, and Microsoft. The “Magnificent Seven” group, which includes these giants, now comprises 35% of the S&P 500’s market cap, emphasizing their…
An 8-Point Checklist To Ensure You Stay Prepared This Year Taking a proactive approach midyear can save you time, reduce stress, and optimize your potential refund for 2025. With recent tax law changes now in effect, it’s especially important to review your strategy and update your plan. Below you’ll find a comprehensive checklist tailored for…
Private investment is a foundational concept in finance, referring to the allocation of capital into assets, projects, or companies that are not available on public markets. While the world of public investments (like stocks and bonds traded on exchanges) tends to grab headlines, private investments play a critical role in economic growth, innovation, and wealth…
Registered Investment Advisors (RIAs) occupy a central spot in today’s wealth management landscape, and staying updated is crucial. These 25 podcasts, selected based on peer recommendations, ratings, and relevance, provide education, inspiration, and tactical ideas for RIAs and those interested in independent advice. 1. Financial Advisor Success Podcast The Financial Advisor Success Podcast, hosted by…
Advances in healthcare, medical technology, and broader longevity trends are dramatically reshaping how we prepare for retirement and plan for what we leave behind. As more people live well into their 80s, 90s, and even 100s, traditional models of retirement and estate planning are being challenged and reimagined. The Longevity Revolution Retirement Planning: Old Models…
The Federal Reserve’s July 2025 Federal Open Market Committee (FOMC) meeting is taking place amid a turbulent backdrop: persistent inflation above target, intense political pressure, and mixed economic data. Despite President Donald Trump’s public calls for aggressive rate cuts and uncertainty caused by ongoing tariff policies, the central bank is widely expected to keep its…
The Guiding and Establishing National Innovation for U.S. Stablecoins Act (GENIUS Act), recently signed into law, marks a watershed moment for the U.S. financial sector, particularly in the regulation and adoption of stablecoins. For Registered Investment Advisers (RIAs) and fiduciaries, the legislation establishes new compliance requirements, opens innovative portfolio possibilities, and brings both opportunity and…
A Donor-Advised Fund (DAF) is a unique and increasingly popular philanthropic tool that allows individuals, families, or organizations to make charitable contributions, receive immediate tax benefits, and then recommend grants to their favorite charities over time. Unlike a direct donation, a DAF provides the flexibility to separate the timing of your tax deduction from your…
What is Family Governance? Family governance is the set of structures, processes, and agreements that families use to organize themselves, make collective decisions, and manage shared businesses or assets. This framework is particularly important for families with significant wealth or family-owned enterprises, as it helps maintain unity, guides decision-making, and supports the family’s long-term vision.…
Joining an RIA promises advisors greater freedom, economics and client alignment. But advisors who go independent often find “the grass isn’t always greener.” Our President Rich Bursek shares the four key qualities advisors should look for in an RIA – and exactly how to evaluate them – in his article in Financial Advisor Magazine.