Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
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.