
Why I’m Spending the Summer in Jackson Hole
One of the questions I’ve been asked most this summer is, “Why Jackson?” The simple answer is that my three

One of the questions I’ve been asked most this summer is, “Why Jackson?” The simple answer is that my three

The Hall of Mirrors – Expanded and Current | Part I Key Takeaways Benchmarks are shifting from descriptive to adaptive.

Key Takeaways ✓ AI will automate many parts of financial advising — but judgment, trust, and emotional attunement cannot be

Key Takeaways A Trump Account (also called a 530A account) is a new federally established savings account for children under

Key Takeaways A more-than-2% S-corp shareholder cannot contribute to an HSA through payroll pre-tax. Under IRC §1372, they’re treated as

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