Estate Planning Has Become the Advisor's Competitive Edge

Published on February 3, 2026

Estate planning changes the relationship. You're not just managing their portfolio; you understand the client’s entire financial life — their business, their family dynamics, and the legacy they want to leave behind.

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Declining Dollar? Don’t Let Fear Drive High-Risk Investment Choices

February 3, 2026
Because economic forces almost always involve tradeoffs, a declining dollar isn’t all bad news. U.S. exports become cheaper for foreign buyers, which can help American companies sell more goods overseas and support domestic jobs.

Regression to Trend: S&P Composite 201% Above Trend in January

February 3, 2026
The inflation-adjusted S&P Composite Index was 201% above its long-term trend at the end of January.