Going Local: How Advisors Can Turn Their Community Into Their Most Valuable Niche

Published on July 23, 2025

By rooting your practice locally, you can build deeper relationships, provide more contextually relevant advice, and grow your business through word-of-mouth and trust — two things no digital marketing funnel can replicate.

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Zephyr's Adjusted for Risk: The Role of Duration in Investment Portfolios

July 23, 2025
CrossingBridge Advisors' David Sherman elaborates on the importance of protecting downside in investment portfolios and explains the concept of duration, its impact on investment strategies, the risk of low duration strategies, and the difference between duration and maturity.

Good Times Bad Times: 2025's Leadership Shifts

July 23, 2025
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.