Views from 6,230: How Investors Choose Advisors

Published on October 5, 2026

FiComm’s Meg Carpenter challenges the industry’s reliance on referrals, based on data from the firm’s The New Growth Equation report.

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Obstacles Facing Convergence of Wealth and Retirement at Work

October 5, 2026
Data issues, tech limits and engagement challenges remain significant.

4 Practical Uses of TIPS in the Portfolio

October 5, 2026
How much one needs for retirement is both a mathematical and emotional equation to solve. For both my clients and myself, enough is never enough because we fear a stock market plunge, inflation, or both (stagflation). But these four practical uses of TIPS provide near certainty of having enough to enjoy the rest of one’s life. Rarely do math and emotion each arrive at the same solution.