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Articles by Guest Contributor
- Practice Growth
RIA Marketing 101: 7 Basics Every Financial Advisory Firm Should Be Doing Consistently
For firms willing to put those fundamentals in place, that leaves significant room to stand out.
- Active Insights
From Drug Discovery to Precision Oncology: Where AI Could Reshape Healthcare Investing
AI’s impact on diagnostics may be even more profound as it shifts the industry away from old hardware towards interlocking intelligent platforms.
- Active Investing
What’s Changed for These 5 Stocks After Q3 2026?
Investors have also been asking harder questions of our healthcare picks, weighing attractive long-term opportunities against nearer-term uncertainty.
- Opinion
Revenue Is Growing. So Why Isn’t Your Business Worth More?
After forty years in finance and thirty-odd M&A transactions, I've seen this pattern more times than I can count. And the founders who feel it most acutely are almost always doing one thing.
- Retirement & Income Planning
How Much Do You Really Need to Retire? Your “Retirement Number” May Be Wrong
This is why I believe retirement planning should start with the lifestyle you want, rather than simply choosing a target amount of capital.
- Artificial Intelligence
AI Is Becoming a Commodity. Thinking Well Is the New Competitive Advantage
That changes something important about competition, and I don’t think many leadership teams have fully sat with it yet. Access to AI will not be an advantage for very long.
- Business Growth
Is Your Prospect Experience Creating Friction or Momentum?
Individually, none of these tasks seem unreasonable. Together, they can feel repetitive and disconnected.
- Research
The Governance Test: How to Spot Risks Before They Hurt Your Investments
At one stage, the company was reportedly valued at around $100bn. But when it came to becoming a listed company, Shein discovered that rapid growth alone wasn't enough.
- Market Intelligence
Municipal Bonds Just Got Punched in the Mouth. Is It Time to Buy?
The municipal bond market got punched in the mouth this week with municipal bond yields rising across the board at a much higher level than treasuries.
- Opinion
The Silver Tsunami That Never Hit: Why Business Buyers Still Can’t Find Enough Deals
A decade-plus of data shows that delayed exits, informal succession, and a rapidly expanding buyer pool have kept quality lower-middle-market businesses scarce.
- Opinion
Housing Doesn’t Follow Interest Rates. It Follows Friction.
Four decades of mortgage-market shifts show how affordability, access, inventory, and decision complexity can matter more than any single rate move.
- Money & Life
Did Marriage Hold You Back From the Life You Really Wanted?
Divorce can reveal how much of yourself was lost along the way, creating an opportunity to reconnect with your goals, values, and identity.
- Artificial Intelligence
From Tool Sprawl to AI Agents: Are We Moving Complexity From Humans to Machines?
As software stacks grow more connected and autonomous, the burden of complexity may be shifting from employee workflows into the infrastructure running behind them.
- Artificial Intelligence
Your Company Has AI Everywhere. So Why Isn’t It Getting Faster?
The next leap in enterprise AI may come not from smarter point solutions, but from a shared context layer that keeps people, systems and decisions in sync.
- Future of Advice
The Great Wealth Transfer Isn’t Just About Money. It’s About Who Makes the Decisions
Whatever brought you here, you’re part of something historic: a generational shift that’s placing more wealth - and more decision-making power - in the hands of more women than ever before.
- Artificial Intelligence
AI Agents Can Get Better at the Score—and Worse at the Job
I've been thinking about that lately, because something very similar is happening inside the AI agents companies are starting to run their businesses on, and I don't think most people outside of tech have any idea.
- Future of Advice
AI Is Repricing Financial Advice. What Will Clients Still Pay Advisors For?
Not a prediction about where AI is going, a description of what is being repriced right now, this year, in the data, and what it means for how we build our firms.
- Opinion
The Federal Debt Problem We Kept Pretending Was Temporary
While they sometimes base their current case on factors such as rising interest rates, they discount too heavily the extent to which past deficit-increasing actions have contributed to today’s problems.
- Active Insights
The Middle Is Disappearing: How AI Is Reshaping Jobs, Customers and Business Strategy
I had a prediction. September would reopen the gap. Companies would slow back down. I wrote it down and made you wait a month.
- Market Intelligence
Why the S&P 500 Keeps Rising Even as US Interest Rates Rise
That leaves the expected policy rate for next year around one percentage point higher than markets predicted just a few months ago (a big jump).
- Business Growth
When Every Advisor Has AI, What Will Make Clients Choose You?
I'm not going to add to the noise. Markets price fear by the day. Advisors earn trust by the decade. Those are different businesses, running on different clocks. But under the headlines is a question worth sitting with. Not with fear, but with honesty.
- Active Investing
Beyond AI: Where Investors May Find the Next Emerging-Market Winners
The obvious question is whether this is simply another technology bubble but the answer is more complicated than recent share price performance might suggest.
- Opinion
The Exit You Want Isn’t Necessarily the Exit Your Business Is Built For
Each door requires a completely different company underneath it. That is the part conventional exit advice consistently skips.
- Practice Growth
AI Is Making Marketing Faster. Is It Actually Making Marketing Grow?
It isn’t simply whether AI makes the organization more efficient. It’s whether any of that efficiency is actually creating growth.
- Research
When Investing Starts to Feel Like Gambling: The New Retail Investor
Given the ability of wealth to compound with time, advice received at a young age has an outsized impact on future wealth outcomes.
- Active Insights
The Fed Raised Rates. So Why Aren’t Mortgage Rates Following?
The paycheck side was less encouraging. Average hourly earnings increased 3.1 percent over the past year, while consumer prices rose 3.4 percent.
- Opinion
The Problem With Waiting for the “Right Time” to Invest
We like to believe that we will recognize a good opportunity when we see one. However, investing doesn't necessarily work that way. Think about what a market decline actually looks like while you're living through it.
- Opinion
The Frankenstein Problem: What Happens When AI Outgrows Its Creators?
Others in the technology community disagree with coordinated slowing and argue that rapid innovation and responsible development can proceed together.
- Research
Why High Earners Can Be So Bad at Building Wealth
Years of high-stakes decision making under genuine time pressure do not just build knowledge. They build something more durable than that.
- Future of Advice
Claude for Financial Advisors Is Here. But Is the Industry Building AI Backward?
Claude inside Schwab Advisor Center reaching 16,000+ RIAs overnight is the single biggest distribution event advisor AI has seen.
- Active Insights
Correlation and Volatility Aren’t Enough: The New Science of Portfolio Diversification
Every commentator who has picked up this chart, and plenty have, reaches for the same conclusion: the 60/40 portfolio is broken, correlations have risen, diversification doesn't work like it used to.
- Practice Growth
The Future of Marketing Is Human + AI, Not Human vs. AI
I'm not talking about a Star Trek cyborg or RoboCop. I'm talking about using AI to handle more of the production work while people guide the message, apply judgment, and build relationships.
- Business Growth
AI Slop Is Your Competitive Advantage
And here is my confession. I am not upset. I am delighted. I am pouring a drink and enjoying the show. Because I have seen this movie before. In every industry there is. And it always ends the same way.
- Practice Growth
Why More PR Pitches Don’t Mean Better Media Coverage
If that sounds like an argument for quality over quantity, it is. Success in media relations isn’t about the size of a database, it’s about cultivating real relationships.
- Money & Life
Your Parents’ Money Isn’t a Retirement Plan
Set against a generation that saved a fraction of what the boomers had at the same age, that sounds like a rescue arriving.
- Artificial Intelligence
The Greatest Danger of AI May Be That It Makes Us Stop Thinking
I believe it is the most likely: AI could cause human initiative and intellectual rigor to collapse, leaving humanity helpless and completely dependent on it.
