Get Ready for 2026 with this Year-End Practice Checklist

Published on November 4, 2025

Your clients get the benefit of a year-end review. This year let's make sure your business does too. It's important to look back at the goals you set, hurdles you encountered, understand how you adjusted course, and what your goals are for 2026.

       
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Market Valuation, Inflation and Treasury Yields - October 2025

November 4, 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

11 Investment Must Reads for This Week (Nov. 4, 2025)

November 4, 2025
UBS Chairman Colm Kelleher sounded the alarm about “looming systemic risk” tied to private credit ratings when speaking at a conference in Hong Kong. Bond ETFs took a hit after Fed Chair Powell’s recent remarks tempered expectations on future rate cuts. These are among the investment must-reads we found this week for financial advisors.