Why Advisors Are More Overwhelmed Than Ever

Published on February 5, 2026

The quiet crisis in wealth management isn’t a lack of AI; it’s too much AI, deployed in fragments.

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Market Valuation, Inflation and Treasury Yields - January 2026

February 5, 2026
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

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?