3 Ways to Meet the Needs of Today's HNW Matriarch

Published on July 16, 2025

Advisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.

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Joseph Belth, Fearless Insurance Professor and Journalist, Dies at 95

July 16, 2025
Belth helped start the fights against "stranger-originated life insurance" and for a fiduciary standard for life agents.      Related StoriesTrump Likely to Fire Powell Soon, White House Official SaysVanguard CEO Seeks to Innovate While Keeping the Firm 'Special'Vanguard Goes Big on Crypto With This Investment

Market Valuation: Is the Market Still Overvalued?

July 16, 2025
Here is a summary of the four market valuation indicators we update on a monthly basis.The Crestmont Research P/E ratioThe cyclical P/E ratio using the trailing 10-year earnings as the divisorThe Q ratio, which is the total price of the market divided by its replacement costThe relationship of the S&P composite price to a regression trendline