
Oil prices are surging — but that's the wrong thing to watch. Here's how the Strait of Hormuz could hurt petrodollar recycling into U.S. markets

Gen X is finally saving, but into stretched markets at the worst possible time. Here's what advisors need to know about sequence risk & how to help clients

Europe holds $10 trillion in U.S. assets. Selling sounds powerful — but the Eurodollar system and dollar dependency make it nearly impossible. Here's why.

61% of Gen Xers didn't prioritize retirement until age 50. With a $1.45M savings gap and Social Security at risk, the Gen X retirement crisis can't wait

The falling dollar is putting $30T in foreign assets at risk — and forcing a massive currency hedging cycle. Here's what it could mean for global markets.

AI tools are threatening the SaaS seat-based pricing model, triggering a massive software stock sell-off. Here's what investors need to know.

With 2026 starting, we made a new collection of must-read books designed to sharpen your skills in financial planning, investing, & practice growth

Discover the tax benefits of hiring your child in your business in 2026 — from tax-free income and business deductions to FICA savings and Roth IRA opportunities.

Discover the best FINRA-compliant client gift ideas under $100 for financial advisors. Stay within Rule 3220 while strengthening client relationships.

Nearly 40% of financial advisors are set to retire as $90 trillion changes hands from Boomers to Millennials/Gen Z. Is the industry facing a talent crisis?

China’s stock rally is surging amid deflation, weak loan growth, & toxic debt. Is the market disconnecting from economic reality? Or are stocks front running?

Sequence risk in retirement means timing matters more than average returns. Learn how early losses, volatility, and diversification impact outcomes.

Can the euro replace the USD as the top reserve currency? Germany’s export model, France’s debt, and eurozone fragmentation suggest it remains unlikely.
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