Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
Most direct indexing providers license external benchmarks and call it a day. Alpha Vee Solutions builds and maintains its own—and Co-Founder and CEO Leigh Eichel says that distinction shapes everything downstream, from tax-loss harvesting and advisor control to the risk management layer most products skip entirely. With small and midcap stocks surging to lead the market in early 2026, the timing of Alpha Vee’s multi-cap strategy suite makes the conversation especially timely.
Most families want their legacy to be a source of financial stability. Yet when assets are inherited outright, even well-intended gifts can be exposed to divorce, lawsuits, creditors, or impulsive financial decisions. Spendthrift trusts provide an added layer of protection.