The Diamond Podcast for Financial Advisors: How a $1.4B Merrill Team Solved for Succession

Published on January 22, 2026

Tim Krueger describes how he and his team rethought succession, liquidity and legacy to create long-term continuity.

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The Most Overlooked Driver of M&A Returns in Wealth Management

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Why a post-deal integration team is as crucial, if not more so, than the initial dealmakers.

Two Measures of Inflation: November 2025

January 22, 2026
Inflation remains a hot topic, directly impacting everything from your grocery bill to interest rates. As of the latest data, two key inflation gauges — the Personal Consumption Expenditures (PCE) Price Index and the Consumer Price Index (CPI) — show that prices are still above the Federal Reserve's 2% target, with the core PCE at 2.8% and core CPI at 2.6%.