Six Tips for Helping Clients with Meaningful, Strategic Philanthropy

Published on January 14, 2026

What we can learn from billionaires Laura and John Arnold.

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Tech Makes the Future of Advice Delivery More Human

January 14, 2026
As artificial intelligence (AI) matures, the real breakthrough will not be smarter algorithms outthinking financial planners. Rather, it will be quieter systems that remove friction and noise so advisors can think more deeply, listen more closely, and show up more human than ever.

Existing Home Sales Jump to Near 3-Year High

January 14, 2026
Existing home sales jumped 5.1% in December to their highest level in nearly three years. According to the National Association of Realtors (NAR), existing home sales were at a seasonally adjusted annual rate of 4.35 million units, exceeding the projected 4.21 million.