Why Advisors Need to Ditch Jargon With Clients

Published on December 8, 2025

Translating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.

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Advisors Expect Stock Gains, With High Volatility, in 2026

December 8, 2025
Nine in 10 advisors see a decline of at least 10% at some point, an InspereX survey reports.      Related StoriesBerkshire's Combs Tapped by JPMorgan for Investing, Advisor RoleYardeni Ends 15-Year Tech BetPandemic-Era Surge of New Investors Is Over

Fed Set For Hawkish Cut As Labor Data Baffle

December 8, 2025
The first full week of the holiday shopping season confirmed what I was looking for: consumers are still spending, and they are not being spooked by tariffs or headlines. Black Friday sales were solid, and the weekend into Cyber Monday largely matched expectations.