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&Partners Wraps Breakout Year
The firm closes 2025 with a string of milestones that highlight the strength and appeal of its advisor-owned model.
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2026 Tax Quick Reference Guide
A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.
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Prism 2026 First Half Outlook
&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.
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Ten to Watch in 2026: Kristi Mitchem
WealthManagement.com has named Kristi Mitchem to its Ten to Watch in 2026 list, highlighting her leadership and impact on the evolving future of wealth management.
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WISE Webinar
Watch Kristi Mitchem join Consuelo Mack and Anna Paglia for a conversation on women’s leadership, financial confidence, and the role of advice in building long-term wealth in this WISE webinar.
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What to Buy When You Can Buy Anything
Having the financial means to purchase nearly anything you want sounds like the ultimate goal. But arriving at this point often reveals an unexpected challenge: when most options are available, how do you decide what’s worth having? The Paradox of Unlimited Choice Financial freedom doesn’t automatically bring clarity about how to use your resources. Without…
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Stay on Course: Prepare to Steer Through Volatility
Read how to insulate portfolios from market dislocations and identify less-obvious investments in mega-themes. Plus insights on how elections impact markets.
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Are You Prepared for a Long Retirement?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…
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10 Questions to Ask When Relocating in Retirement
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t…
Financial Planning
