Insights
Financial planning perspectives.
Practical insights on retirement planning, tax strategies, and wealth management — written for the decisions you face today.
-
Why Learning a Language After 60 Makes Perfect Sense
Your brain doesn’t retire when you do. In fact, it’s wired to keep learning, and few hobbies satisfy that need…
-
The Real Cost of Market Timing
Every investor has felt it. That nagging voice saying “maybe I should wait” when markets are high, or “maybe I…
-
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…
-
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…
-
2026 Tax Quick Reference Guide
A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.
-
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…
-
WISE Webinar
Watch Kristi Mitchem join Consuelo Mack and Anna Paglia for a conversation on women’s leadership, financial confidence, and the role…
-
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.
-
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,…
Stay Informed
Market insights delivered to your inbox.
Get our quarterly market commentary, financial planning tips, and timely insights — written for real people, not Wall Street traders.
No spam. Unsubscribe anytime. Your information is never shared or sold.
