Most investors wait for markets to “feel safe” before putting money to work—and that’s exactly when opportunity has passed. Discover why uncertainty isn’t a threat to your wealth, but the price of long-term returns.
The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in mind.
When markets get loud, discipline- not predictions, makes the difference. Darnel Berntz shares how probability, planning, and process help investors stay on course through volatility.
Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share proven strategies for legacy planning, family trust, and next-gen engagement.
AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan reveals how advisors can stay one step ahead to protect client wealth, identity, and trust in a rapidly changing digital landscape.
When aging clients begin missing details or making unusual requests, what should an advisor do? Jeffrey DeHaan shares real-world lessons and a step-by-step approach to safeguarding vulnerable investors without leaving advisors to navigate the risks alone.
When markets feel like a roller coaster, your expectations can make or break your investing experience. Todd Bryant, CFP®, shares a simple “escalator and yo-yo” visual that helps clients stay calm, focused, and invested for the long term.
A veteran adviser pushes back on default portfolio rules and buzz-fueled bets.
At a moment when confidence in institutions is fragile, wealth advisors who lead with a clear purpose—and live it consistently—are finding that trust still compounds.
Clients are overwhelmed by sensational financial content that prioritizes clicks over sound advice. In this piece, Peter V. Disch, Founder and Managing Member of Great Point Wealth Advisors, explains why advisors must refocus client education on real goals, time horizons, and emotions—not just market forecasts and performance metrics. He shows how listening to how decisions feel can matter as much as the numbers
Traditional 60/40 portfolios are under pressure as bonds lose their reputation as the “safe” side of investing, prompting more investors to explore alternatives. Financial advisor Todd Bryant, CFP®, ChFC®, CLU®, AIF®, explains why structured notes and other alternative strategies are gaining traction, how much exposure may be appropriate, and why education and clear communication are critical when reshaping long-term portfolios.
How thoughtful planning, gifting, and communication can make family wealth transfers more effective.
Thomas Ruggie, ChFC®, CFP®, explains why thoughtfully selected alternative investments can strengthen a portfolio beyond the pursuit of higher returns. He explores how alternatives may add diversification, access niche opportunities like AI and space exploration, and provide psychological benefits by reducing day‑to‑day performance watching.
In this article, Garrett Taylor explores why successful succession planning is less about deal terms and more about continuity, clarity, and client experience. Drawing on real-world challenges faced by advisory firms, Taylor explains how operational discipline, technology readiness, and a phased transition can protect client trust and preserve a firm's long-term value and legacy.
Garrett Taylor of Coastline Wealth Management explains why exit strategies fail when advisors focus only on valuations and deal mechanics, and how operational clarity, service alignment, and a multi-year transition plan can preserve both client trust and the advisor's legacy.
Todd Bryant, CFP®, ChFC®, CLU®, AIF®, shares his firsthand experiences navigating clients through the complexities of firm consolidation in the financial advisory industry. Drawing on lessons from major mergers and personal transitions, Bryant emphasizes the enduring importance of trust, transparent communication, and personal relationships in ensuring client confidence and satisfaction during times of change.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explores how 1031 exchanges are evolving from simple tax deferral tools into sophisticated vehicles for generational wealth. Vizzi explains why adopting institutional-level discipline and scrutiny is essential for affluent families seeking to preserve income, reduce risk, and build a lasting legacy through DSTs and 721 UpREITs.
Darnel Bentz shares why now is the most promising time in 25 years to create "tax alpha" through proactive, tax-efficient portfolio management. Drawing on decades of experience, Bentz explains how evolving strategies and legislative awareness can help clients minimize tax burdens and grow wealth sustainably.
Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on real-life examples and recent tax law changes, DeHaan explores how proactive planning can turn short-term tax costs into long-term family savings, ensuring more of your legacy stays with your loved ones.
A $12.9 million sports card sale signals the continued emergence of collectibles as an asset class
