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The Old Card Players Rule
2nd Quarter Recap There’s an old card players’ rule: the deck doesn’t remember who won the last hand. Markets needed that reminder in the 2nd quarter, and for a while, nobody wanted to hear it. The 2nd quarter marked a dramatic reversal from the geopolitical anxiety that opened the year. Fueled by AI infrastructure spending,…
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Understanding Trump Accounts
What is a ‘Trump’ Account? A Trump account is a new type of Traditional IRA for minors created by the OBBA (IRC Sec. 530A) to encourage long-term investing from a young age. The federal government and several philanthropists have pledged seed money for certain eligible beneficiaries as part of the pilot program for these accounts.…
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Filing a Tax Extension: Strategy or Setback?
There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…
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Dogs: A Retiree’s Best Friend
Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of…
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&Partners Wraps Breakout Year
The firm closes 2025 with a string of milestones that highlight the strength and appeal of its advisor-owned model.
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Prism 2026 First Half Outlook
&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.
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WISE Webinar
Watch Kristi Mitchem join Consuelo Mack and Anna Paglia for a conversation on women’s leadership, financial confidence, and the role of advice in building long-term wealth in this WISE webinar.
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Ten to Watch in 2026: Kristi Mitchem
WealthManagement.com has named Kristi Mitchem to its Ten to Watch in 2026 list, highlighting her leadership and impact on the evolving future of wealth management.
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24-hour trading: What advisors need to know
As 24-hour trading emerges, so does the urge to respond to every market move. But the real path to wealth lies in staying disciplined, not reacting overnight.
Stephen
