Financial Planning

The firm closes 2025 with a string of milestones that highlight the strength and appeal of its advisor-owned model.

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

&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.

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.

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.

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

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…