When Financial Help for Adult Children Harms Both Generations

Published on March 31, 2026

I suggest looking both inward and outward to answer two central questions: “Can we afford to help without harming our own financial future?” and “Will this increase or decrease the child’s movement toward financial independence?”

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Why Clients Don’t Want to Be Convinced

March 31, 2026
Clients do not want to be convinced. They want to decide. When a conversation supports that sense of ownership, commitment follows with far less effort, because the decision feels like an expression of who they are, not a response to someone else’s reasoning.

11 Investment Must Reads for This Week (March 31, 2026)

March 31, 2026
The wave of redemption requests for semiliquid private credit funds continues to dominate headlines. Meanwhile, Morningstar looked at the top 15 actively managed wealth creators. These are among the investment must reads for advisors for this week.