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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Orion: Why "Playing it Safe" Can Be Dangerous

(by Dr. Daniel Crosby) Harken back to the good old days. There were no smartphones to distract us, work was confined to the office from 9 to 5, and politics were less heated. Of course, that's looking back with quite the rose-tinted spectacles. In reality, technology has given us more free time, work flexibility has increased significantly over the past decade, and engaging in domestic social and political movements could have been downright deadly in the 1960s.

Flexible Plan: Navigating the Tempest, Staying the Course Amid Market Turmoil

Markets have a way of reminding us that smooth sailing isn’t always the norm. We’ve recently seen one of those reminders. A flurry of tariff news, rapid-fire economic data, and sharp reversals in investor sentiment created a market storm that shook even the most seasoned participants. Major indexes gave up gains in a matter of hours. Bond yields leapt. Volatility surged. Headlines used words like “crash” and “plunge.”