
Efficiency Cuts Both Ways, Up and Down
Markets are efficient. That phrase or, put a different way, “the market gets what the marketgets” is used so often
Markets are efficient. That phrase or, put a different way, “the market gets what the marketgets” is used so often
Key Takeaways Female advisors often offer a unique blend of empathy and expertise — especially during major life changes like
Part II: The Value of Partnership (For You) True partnership makes a difference. You sense it in the way decisions
Most people don’t ask about firm structure in a first meeting. It’s natural to focus on the relationship because you
May 22, 2025 When trust thins, people look for shelter. This week we received a quiet but telling move with
There’s something special about women around a table. Whether it’s family recipes or financial wisdom, we’ve always known how to
Earlier this week we talked about freedom. Tension, disagreement, and visibility are uncomfortable signs of resilience, not decay. In free systems,
“In the long run, freedom is what makes the system worth trusting. And trust is what the world still buys.”
Reframing questions to answer the whole story Question: “How do I invest this bonus?” Somerset Asks “What do you want
Lauren was featured in a special edition of USA Today, where she shared her insights on faith-based investing. She discussed