andpartners

Our Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.

&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap.

Following U.S. military strikes on Iran, our investment team outlines three key investment implications.

Following the U.S. Supreme Court’s tariff ruling, here’s how our investment team is assessing the market implications.

Your investment strategy might have less to do with market data and more to do with the dinner table you grew up around. The way you think about money, the risks you take, the risks you avoid, often trace back to lessons you didn’t even know you were learning as a kid. Scarcity vs. Abundance…

You don’t have to go far to discover something new. In fact, some of the most interesting experiences are often right in your own backyard. Exploring your community can strengthen connections, spark curiosity, and create memories without the cost or hassle of travel. Here are seven ways to start: 1. Seek out the landmarksVisit the…

Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time – and money – it’s easy to default to things we can buy. Here’s another way to think about it: How can…