The Year-End Checklist: Six Strategic Moves for Advisors Before 2026

Published on December 10, 2025

As 2025 comes to a close, I am using this column to offer high-impact strategies for you and your team to implement before the year ends. While you are likely focused on tax planning, Required Minimum Distributions (RMDs), and the other client necessities, it is equally important to address the operational and strategic health of your practice.

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Zephyr's PSN: Inside SMAs - An Exclusive look into Ranger Investments

December 10, 2025
In this episode of Zephyr PSN's Inside SMAs podcast, Ryan Nauman, Zephyr's market strategist, interviews Conrad Doenges, Chief Investment Officer and portfolio manager at Ranger Investment Management. They discuss the firm's micro cap growth investing strategy, which prioritizes quality growth companies with strong balance sheets and cash flows.

2026 Outlook: U.S. Stocks and Economy

December 10, 2025
We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.