Insights

  • Prism 2026 First Half Outlook

    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

    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

    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

    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.

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  • What the OBBB tax law means for you — and how to make the most of 2025 and beyond

    What the OBBB tax law means for you — and how to make the most of 2025 and beyond

    The new law brings clarity, new deductions, and time-sensitive opportunities.

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  • What to Buy When You Can Buy Anything

    What to Buy When You Can Buy Anything

    Having the financial means to purchase nearly anything you want sounds like the ultimate goal. But arriving at this point often reveals an unexpected challenge: when most options are available, how do you decide what’s worth having? The Paradox of Unlimited Choice Financial freedom doesn’t automatically bring clarity about how to use your resources. Without…

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  • Finding Romance in Retirement

    Finding Romance in Retirement

    Retirement changes almost everything about your daily life, including your relationship landscape. Whether you’re single and considering dating in retirement, or you’ve been with a partner for decades, this life stage offers unique opportunities to reimagine what romance looks like for you. When Your Routine Disappears Work provides structure, identity, and often physical separation that…

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  • How to Pass Down a Vacation Home Without Passing Down Conflict

    How to Pass Down a Vacation Home Without Passing Down Conflict

    For many families, a vacation home is a place layered with memories, where generations gather each summer to laugh and share traditions. Yet when it comes time to plan the future of the home, emotion and money can pull in opposite directions. Vacation home estate planning can keep heads level when the conversation becomes overwhelming.…

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  • The Benefits of Owning a Smartwatch in Retirement

    The Benefits of Owning a Smartwatch in Retirement

    Picture this: a small device on your wrist that quietly looks after your health, helps you stay in touch, and even adds a layer of safety to your day. For many retirees, a smartwatch is becoming a simple way to support a healthy retirement lifestyle. A Gentle Push Toward Better Habits Once work schedules fade…

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