$5.5B RIA Aprio Adds Chief Compliance Officer From Compound

Published on February 5, 2026

Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management.

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Buffett Valuation Indicator: January 2026

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With the Q3 GDP updated estimate, we now have a revised look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 230.3%, the highest level on record.

Secular Bull and Bear Market Trends: January 2026

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The S&P 500 real monthly averages of daily closes reached a new all-time high in January 2026. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.