How the US-Iran Conflict is Impacting Portfolios and Advisors

Published on April 14, 2026

Financial advisors that are transitioning into running their own practice — and may not have dedicated investment strategists or staff who do economic forecasting — will need trusted sources of information they can rely upon.

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Are Shadow Advisors Shaping Your Financial Decisions?

April 14, 2026
What makes shadow advisors so powerful is the trust they carry. You may respect your financial planner, but you love your sister. You’ve known your college roommate for 30 years. The emotional weight of those relationships can easily override professional guidance, especially when the professional guidance involves patience, complexity, or sitting with uncertainty.

What Tax-Time Mistakes Reveal About Hidden Planning Gaps for High-Net-Worth Investors

April 14, 2026
One of the most valuable moves an advisor can make is forging strong ties with a client’s tax preparer, estate attorney, and other specialists. When everyone works from the same playbook, planning is seamless and advisors gain visibility into important financial activity beyond the accounts they directly manage.