Advisor Sentiment Index: Advisor Views Step Further into Bear Territory

Published on February 27, 2026

Bear-market predictions in the Advisor Sentiment Index ticked up to a two-year high in January as more advisors note an unsustainable gap between strong market valuations and the underlying economy.

Continue reading on website
Other news

Emerging Market Engines Shift Into High Gear for Equity Investors

February 27, 2026
After underperforming for much of the last decade, emerging-market (EM) equities rebounded nicely in 2025. Is it too late to invest? We don’t think so. With valuations still attractive and earnings growth forecasts looking up, this could be the right time to give the developing world a closer look.

Behind the Launch of Altura Wealth After 28 Years at an Insurance Brokerage

February 27, 2026
Repp Lambert and B.J. Crook made the leap from Northwestern Mutual to launching an RIA after their practice shifted from insurance into planning and advice, sidestepping broker/dealer and large RIA recruiting efforts along the way.