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It’s always difficult to write these letters during periods of geopolitical upheaval. On one hand, we remain steadfast in our belief that geopolitical events rarely require reactive changes in long‑term portfolio strategy. On the other hand, the facts steering markets are shifting rapidly, and framing the consequences of war in terms of asset prices can feel inadequate against the impact to entire generations and societies. Still, markets rarely grant the luxury of pause, and the first quarter

We're pleased to announce that eight of our advisors have been named to Forbes' 2026 list of Top Wealth Advisors Best-In-State. Learn more and view the full list here. Honorees include: Mike Delgass Craig Fasano Zach Gering Ashley Iddings John Kovacs Frank Marzano Martha Staniford Michele Walthert

NEW YORK – April 7, 2026 – Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced that Fiducient Advisors has completed its acquisition of Axia Advisory, an Indianapolis-based retirement plan consulting and investment advisory firm with $1.9 billion in assets under management or advisement.* The addition of Axia Advisory reflects the continued growth of Wealthspire’s institutional business and its strategy of partnering with firms th

As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to remain human-centered.

Brad Long says the latest oil spike tied to Iran is likely a temporary shock, not a lasting crisis, as infrastructure remains intact and futures point to de‑escalation.

The One Big Beautiful Bill Act (OBBBA) created a new tax-advantaged savings vehicle for children known as a Trump Account (TA). Since the legislation passed, several clients have asked whether they should open one for their children or grandchildren. The short answer: the mechanics are straightforward, but the harder question is whether these accounts improve tools families already have. Below is a breakdown of how Trump Accounts work, how they're taxed, and where they may, or may not, fit into