In Today’s Digital World, a Valid Will Simply Isn’t Enough

Published on March 24, 2026

Most wills and trusts give you the details of who inherits what. However, they do not solve the first job after a death, which is getting inside the systems that hold important records and the funds.

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Advisor Sentiment Index: Advisor Optimism Grows for Economy, Even as Stock Market Confidence Slips

March 24, 2026
Still largely positive, the results of the WMIQ Advisor Sentiment Index showed advisors’ faith in future market performance continuing to fade even before the start of the war in the Middle East.

Why A Financial Advisor Might Avoid Some Of Your Questions

March 24, 2026
An approach I have recommended for years is to interview planners, ask questions, and persist until you get clear answers. Under a relatively new SEC rule, getting those answers is becoming more difficult.