Take Your Wealth Management Strategies to
New Heights
Real Talk About Technology Freedom in Wealth Management
Let me be candid: I’ve been in this industry long enough to see the real difference between what broker-dealers promise and what independent RIAs can actually deliver.
New 2025 Retirement Limits
As markets continue to evolve and new retirement contribution limits take effect in 2025, investors face both opportunities and challenges in optimizing their retirement strategies. The increased 401(k) contribution limit of $23,500 isn’t just a number—it’s an opportunity to enhance portfolio construction and implement more sophisticated investment approaches.
Retirement Savings Lost and Found
In a significant development for retirement plan participants and administrators alike, the Department of Labor (DOL) has officially launched its Retirement Savings Lost and Found database. This new tool represents a crucial step forward in addressing one of the most persistent challenges in our retirement system: reconnecting participants with their forgotten retirement benefits. Here’s what you need to know.
The Power of In-House Marketing Support for RIA Advisors
As an advisor, marketing is one of the most important components of growing your business and deepening relationships with clients. But the world of financial marketing can be challenging, especially when you’re juggling compliance concerns and trying to stand out in a crowded market. Advisors coming from a wirehouse or broker/dealer environment often find that marketing their practice comes with many restrictions, limiting their ability to develop a personal brand and engage clients effectively.
New ‘Super’ 401(k) Catch-Up Provision
For Americans nearing retirement, saving enough money can feel like a race against time. Now, thanks to recent changes in tax law, some older workers will have an opportunity to accelerate their retirement savings through enhanced “super” catch-up contributions.
What to Expect When Moving to an RIA
Making the leap from a wirehouse to an independent Registered Investment Advisor (RIA) is a bold move that offers advisors more autonomy, flexibility, and the chance to build a client-focused practice. But with independence comes new responsibilities and questions—from managing business operations to ensuring client loyalty. In this guide, we break down what to expect during the transition, address common concerns, and provide practical steps to help you make a successful move to an independent RIA model. Whether you’re seeking more control over your practice or a stronger connection with clients, this blog covers everything you need to know to navigate the shift.
Presidents and Press: What Really Moves the Market
In an election year, market headlines can be overwhelming, with many wondering how the presidential race will impact their investments. This blog explores why market movements are more influenced by stability and clear regulations than by political party shifts. We break down how the Federal Reserve’s actions and Congress’s role in creating laws often have a greater effect on the economy than any one candidate. Stay grounded, focus on the bigger picture, and discover what truly drives market trends amid election-year noise.
How Election Years Impact the Stock Market
Separating Myths from Facts
Many investors brace for market volatility during election years, but historical data suggests that long-term performance is more influenced by economic fundamentals than by election outcomes. While short-term fluctuations are common due to political uncertainty, U.S. equities have generally performed well regardless of the party in power. Learn how the stock market adapts under both unified and divided governments, and why maintaining a diversified portfolio is key to navigating election-year volatility.
Overwhelmed by Donation Requests? Here’s How to Prioritize Your Giving
In the wake of Hurricane Helene, many of us are being asked to give to multiple relief funds, charities, and organizations. It can feel overwhelming, and you may wonder where your donation will have the most impact. When faced with so many requests, how do you prioritize your giving to ensure your contributions are meaningful and effective?
