Insights

  • Handling Your Inheritance: Five Key Moves

    Handling Your Inheritance: Five Key Moves

    Most articles on inheritance focus on those leaving the assets behind, covering trusts, estates, and leaving a legacy. But what about the person on the receiving end? Inheriting money can feel overwhelming, especially during an already emotional time. Here’s a few thoughts to keep in mind. Hit Pause on Major Decisions Your first instinct after…

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  • The Real Cost of Market Timing

    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 should get out” when headlines turn dark. It feels like common sense to buy low and sell high. But here’s the problem: by the time you know whether the market is actually high or low,…

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  • Why Learning a Language After 60 Makes Perfect Sense

    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 like picking up a new language. Whether you’re planning a trip to another country, reconnecting with family heritage, or simply want a challenge that feels meaningful, language learning offers something inherently valuable. Start With Why…

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  • &Partners Wraps Breakout Year

    &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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  • 2026 Tax Quick Reference Guide

    2026 Tax Quick Reference Guide

    A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.

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  • 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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