Dynasty Sells Sixth Minority Stake to Investor Consortium

Published on February 5, 2026

Shirl Penney’s Dynasty Financial Partners has secured another minority capital raise from existing and new investors, as well as employees, clients and board members.

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The Total Return Roller Coaster: January 2026

February 5, 2026
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?

SEO and AEO for Financial Advisor Websites

February 5, 2026
The ultimate goal is to make sure that when someone searches for a financial professional in your area, you’re front and center.