Why Clients Want Their Advisor Involved in Estate Planning

Published on August 25, 2026

Today, many clients expect their financial advisor to be involved in the estate planning process — and they’re willing to switch advisors to find one who offers this expertise.

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The More Often You Check Your Portfolio, The More Volatile It Seems

August 25, 2026
How volatile your portfolio feels depends mostly on how often you look at it. Daily prices jump around. Weekly prices jump less. Monthly prices are smoother than weekly, and annual prices are smoother than monthly. Checking more frequently does not change your investment. It does change your level of anxiety.

15 Investment Must Reads for This Week (Aug. 25, 2026)

August 25, 2026
U.S. debt surpassing $40 trillion, global long-term yields spiking and U.S. Treasury Secretary Scott Bessent seeking to intervene have led bond investors to reassess. Private wealth alts products continue to raise funds, although flows into private credit have slowed. These are among the investment must reads for financial advisors this week.