Stephen

&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap. AdvStream_IWDPressRelease_03172026Download

There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…

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

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

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…

You’ve spent decades building expertise in your field, raising a family, and contributing to your community, and you’ve adapted to plenty of change along the way. Retirement doesn’t erase that capability. Staying connected to technology isn’t about proving you can keep up. It’s about choosing what’s worth your attention, staying open to what genuinely matters…

You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind. These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits.…

Retirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they give to travel plans or reading lists. Whether you’re after thoughtful storytelling, eye-opening documentaries, or something to share with friends, the right show can feel like a new adventure, or at…

When you picture retirement, you probably think of freedom. With more time and fewer obligations, you finally have the chance to relax. What many don’t expect, though, is how retirement changes your social life. The people you saw every day…coworkers, clients, even your favorite barista…may no longer be part of your regular routine. That sudden…

Pickleball is booming and not just with weekend warriors. Retired high achievers are trading in golf carts for court shoes and discovering that this isn’t a slow-paced sport. It’s fast, competitive, and addictive. The question is: are your skills sharp enough to keep up? 1. The Gear That Matters (and What Doesn’t) Here’s the deal:…