Research
White papers, charts, studies, and research-backed advisor resources.
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.
Gen Z and Millennials Aren’t Abandoning Financial Goals. They’re Doing Them Differently
Younger investors still want traditional financial milestones, but changing economic realities are reshaping how they pursue them, and where advisors can help.
Americans Are Losing Months to Financial Anxiety
Add to that, 86% of those surveyed said they don’t feel in control of their finances – a worrisome data point to be sure.
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.
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.
The Bright Side of Low Dividend Yields
Today’s S&P 500 dividend yield is so anemic that many equity income investors are missing the average yield of almost 2% seen for much of the decade spanning the aftermath of the global financial crisis.
The Financially Optimal Decision Isn’t Always the Best Decision
And if we really want to help clients make the best decision for themselves, we ought to be sure we are looking at both the financial and psychological tradeoffs.
Egg-Freezing Emblematic of Financial Goals for Women
It’s also arguably indicative of the fact when it comes to financial goals for women, many are struggling to reach their objectives, highlighting the importance of advisors.
The Personal Touch Still Matters
A call to action and good news for advisors, is that consumers, including clients, want to have their cake and eat it, too.
Financial Goals for Women: Terminology Matters
A high percentage, women are interested in investing and leveraging assets such as stocks and real estate to build wealth, but they don’t know where to start.
Gird for Gridlock. It Could Be Good for Stocks.
Barring surprises, market participants ought to get accustomed to the idea of dividend government come January 2027.
More Information Doesn’t Make Investors Better. It Can Make Them More Confidently Wrong
Our value isn’t simply giving clients more information. It’s helping them understand which information matters, what it actually tells us, and whether it should affect their financial decisions.
Financial Goals for Women Taking Center Stage
The point is financial goals for women are a broad field and one that advisors should be focusing on today.
Yes, Treasury Yields Threaten Market Rally
In fact, recent Fed meeting minutes suggest several members of the central bank are advocating for near-term rate hikes in an effort to quickly combat inflation.
Stop Chasing Happiness. Your Money Should Have a Bigger Purpose.
Here's the catch. The harder you chase happiness, the more likely it is to slip away. Written by: Daniel Crosby, Ph.D. Ask most Americans about their life goal, and you'll likely hear a quick "to be happy." It's an understandable answer.
Here Are Some of the Top Financial Goals for Women
Here are few financial goals for women advisors and clients can partner on right away. As has been widely documented, women are increasingly financial forces to be reckoned with.
Your Clients Aren’t Just Reacting to the Facts. They’re Reacting to How You Frame Them
When clients become consumed by what might happen next, we redirect their attention to the parts of their financial lives they actually control.
Your Firm May Be Digitally Immature. Even If It’s Growing Fast
There are many factors that contribute to high performers’ success. Technology is one of them.
Even Your Wealthy Clients Are Using AI for Investing Advice
So much so that 73% for investment advice and education, outpacing the 62% that tap AI for career wisdom and the 60% that use it for personal development.
The Small-Cap Value vs. Growth Debate Rages On
It’s probable, if not highly likely that advisors are fielding more questions from clients regarding small-cap exposure.
