Advisor Year-End Checklist: Prepare for a 2027 Move

Published on November 10, 2026

If you’re considering changing firms in 2027, use the remainder of 2026 to establish readiness and explore a rapidly shifting economic and geopolitical landscape. Before committing, review your restrictions, confirm client-data boundaries, assess account portability, compare the economics, and determine what your next business model requires.

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What Stocks Have Done Under a Republican President and a Democratic Congress

November 10, 2026
Tuesday’s midterms were one for the history books. Democrats won control of both the House and Senate, and they picked up governorships in Ohio, Texas and Georgia. Kansas elected a Democrat to the Senate for the first time since 1932. Our home state of Texas did so for the first time in 38 years.

Fears of an AI Cyber Apocalypse Are a Bit Premature

November 10, 2026
Each day seems to bring fresh havoc in the digital world. In recent weeks, researchers have uncovered security flaws in some of the most consequential corners of the internet, bugs that could put users at risk, jeopardize essential services and impose significant economic costs. Squint a little, though, and it looks like progress.