The Real Benchmark Isn’t the S&P 500. It’s Your Client’s Plan.

Published on January 6, 2026

A plan-based benchmark changes the advisor’s role from portfolio reporter to progress partner. Instead of reviewing performance against a market index, the discussion can focus on metrics such as cash flow resilience, adherence to the risk budget, and after-tax outcomes.

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Crypto Latecomer Morgan Stanley Files for Bitcoin, Solana ETFs

January 6, 2026
Morgan Stanley has submitted paperwork for a Bitcoin Trust and a Solana Trust, each of which would hold the individual cryptocurrencies.

Reimagining Risk Management for Private Clients

January 6, 2026
Ultimately, risk tolerance is revealed through thoughtful conversations about what must be fully protected and where clients are willing to take risk. But risk tolerance is just one piece of the puzzle — risk management is where advisors can add significant value and differentiate themselves.