What We Cannot Outsource
May 29, 2026
Key Takeaways ✓ AI will automate many parts of financial advising — but judgment, trust, and emotional attunement cannot be
Key Takeaways ✓ AI will automate many parts of financial advising — but judgment, trust, and emotional attunement cannot be
OVERVIEW: Some financial tools are built for flexibility. Others are built for direction. Trump Accounts (530A accounts) fall into the
There is a pattern we see often enough to write about. A founder, a partner, someone running their own business
I want to share something that may feel subtle in practice but significant in philosophy. A new category of artificial
When markets move sharply, it can feel as though everything is happening at once. Prices change. Stories harden. Commentary accelerates.
This year opened a new chapter for all of us. Growth and refinement arrived together, and 2025 was the year
Editor’s Note Somerset recently joined a private discussion with ARK Invest’s Cathie Wood to explore how new U.S. policy measures,
A Somerset CLARITIES Perspective on When—and How—They Truly Add Value EXECUTIVE SUMMARY In recent decades, alternative investments have moved from
The Race We’re Actually Running Prologue At dawn, the meadow shimmered. The air was cool and heavy with dew. A
May 22, 2025 When trust thins, people look for shelter. This week we received a quiet but telling move with