Insights
Insights
Six reasons to consider independence
Why do advisors decide to make the move to independence? &Partners’ Randy Bradshaw shares his insights and six reasons straight from our advisors themselves.
Inside &Partners’ approach to estate planning
How can clients pass more wealth to heirs? Two of our partners explain why they think it’s wise to let financial advisors coordinate estate planning.
Managing outsized returns
For Q4, the &Partners Investment Team examines risks from outsized returns, updates its market outlook, and explores international diversification.
How should I invest for high inflation?
In past high-inflation periods, which asset classes beat inflation and which didn’t keep up? The &Partners Investment Team weighs in.
How far we’ve come
Financial independence for American women has been hard won. We celebrate the milestones — from coverture to credit access — and look to what’s next.
The pursuit of happiness
The Declaration of Independence didn’t promise happiness. It promised the right to pursue it. Most financial advisors wait too long to act on that.