Thought Leadership
One Big Beautiful Bill Act: Changes for Individuals
One Big Beautiful Bill Act (OB3) was enacted into law on July 4, 2025. The Bill made permanent or extended many...
From the series: Built for the Work We Share
Part II: The Value of Partnership (For You) True partnership makes a difference. You sense it in the way decisions...
Celebrating Excellence: Lauren Pearson Named One of AdvisorHub’s 250 RIAs to Watch
We’re thrilled to share that Lauren Pearson has been recognized as one of AdvisorHub’s 2025 “250 RIAs to Watch”—a prestigious list...
Part I: What Alignment Really Means (To You)
Most people don’t ask about firm structure in a first meeting. It’s natural to focus on the relationship because you...
Searching for the Yellow Bicycle: Where Rational Capital Can Still Go to Work
May 22, 2025 When trust thins, people look for shelter. This week we received a quiet but telling move with...
Lunch and Learn: Generosity and Your Financial Life
There’s something special about women around a table. Whether it’s family recipes or financial wisdom, we’ve always known how to...
Why I struggle with index sentiment
Earlier this week we talked about freedom. Tension, disagreement, and visibility are uncomfortable signs of resilience, not decay. In free systems,...
What actually holds a system together
“In the long run, freedom is what makes the system worth trusting. And trust is what the world still buys.”There’s...
The Question Behind the Question
Reframing questions to answer the whole storyQuestion:“How do I invest this bonus?”Somerset Asks“What do you want this money to do...