Three Financial Planning Tech Providers Launch AI Tools for Advisors

Published on March 5, 2026

Startup Wavvest has partnered with custodian Apex; Conquest Planning and RightCapital add updates.

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The Total Return Roller Coaster: February 2026

March 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?

Secular Bull and Bear Market Trends: February 2026

March 5, 2026
The S&P 500 real monthly averages of daily closes reached a its 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.