by Corie Odden | Feb 13, 2026 | Corie, SAP
Is Your Firm Growing at the Expense of Quality? Growth is often treated as the ultimate measure of success in wealth management. More clients. More advisors. More assets. But growth alone does not guarantee better outcomes. In many cases, it introduces complexity that...
by Chris Harris | Feb 4, 2026 | Chris Harris, Investment Philosophy, SAP
Market Discipline in Uncertainty Uncertainty is not an exception in financial markets. It is the environment. Markets move through cycles shaped by economic data, policy decisions, global events, and investor behavior. Headlines change daily, and narratives often...
by Corie Odden | Jan 23, 2026 | ai, Corie, SAP
In a World of AI and Automation, the Relationship Still Matters There is no denying it. Technology has fundamentally changed the way we invest. We can access markets instantly. We can track performance in real time. We can model scenarios, rebalance portfolios, and...
by Travis Beeson | Jan 9, 2026 | SAP, Travis Beeson
Trump Accounts: A Smart Head Start for Your Child’s Financial Future If you’ve welcomed a new baby recently or are planning to in the next few years, there’s a new opportunity worth understanding. It’s called a Trump Account, and while it may not get as much attention...
by Travis Beeson | Dec 17, 2025 | SAP, Travis Beeson
Downstream Decisions: Why RMDs Matter Long Before They Start Most people think about Required Minimum Distributions (RMDs) right around the time they are forced to take one. Until then, RMDs feel like a future technicality. In reality, the most important RMD decisions...
by Chris Harris | Dec 5, 2025 | Chris Harris, SAP
Built for the Storm: How We Engineer Resilience Into Your Financial Plan Every investor knows market volatility is inevitable. Economic uncertainty isn’t a temporary event; it’s a permanent feature of the global financial landscape. When headlines scream...
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