Use Data to Advocate for a Better Year-End Bonus

Published on February 4, 2026

Bev addresses questions about fairness in compensation and offers strategies for approaching management about solutions.

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Warsh An Excellent Choice for Fed Chair

February 4, 2026
Last week began with a quiet Fed meeting, but markets quickly received a new catalyst with Trump announcing Kevin Warsh was Trump’s choice to be the next Federal Reserve chair. Warsh was always my first choice. I expect the Senate to confirm him.

5 Questions to Consider Before Going Independent

February 4, 2026
Moving to an independent RIA model is an energizing—yet daunting—strategic shift. Here are the five essential questions to help you define your vision and build a practice that truly reflects your values.