Is it Time to Niche Down as an Advisor? How to Find Your Ideal Client.

Published on September 9, 2025

It’s never too soon for advisors to start honing in on their area of expertise and figuring out their ideal client.

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Asset Allocation Bi-Weekly – The Cap-Weighted & Equal-Weighted S&P 500

September 9, 2025
There are many ways to describe the strong performance in large cap US stock prices this year. You could simply call it a bull market, with the S&P 500 total return index up 31.2% since its low in early April and up 11.5% year-to-date.

Gas Prices Hit 11-Week High

September 9, 2025
Gas prices were up for a fourth straight week to their highest level in eleven weeks. As of September 8th, the price of regular and premium gas were each up 2 cents from the previous week.