Stop Ranking Clients by Assets Alone

Published on October 13, 2026

Assets under management tell you what a client is worth today. Upward mobility and enjoyment tell you what the relationship is worth. Build your practice around the second number, and the first one tends to follow.

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S&P 500 Futures Little Changed as Banks Report, Chipmakers Fall

October 13, 2026
US equity futures held firm Tuesday despite a deepening selloff in chipmakers, as traders sorted through a slew of bank results from JPMorgan Chase & Co., Goldman Sachs Group Inc. and other lenders in the start to third-quarter corporate earnings season.

How Many Days of Your Life Does Your Home Cost?

October 13, 2026
Having spent years selling and appraising real estate, I’m familiar with the usual measures for valuing a house. Price per square foot, comparisons to similar properties, and the guideline of keeping housing at or below 25 percent of what a household earns are all useful.