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The investment world has always been shaped by stories—what we believe about value, growth, risk, and opportunity. As I’ve shared

Every now and then, the market acts like it knows a secret. For about two decades—starting in the mid-1990s—there was

Ellen has worked so hard studying and serving Somerset clients, and it’s paid off…Ellen officially obtained her CERTIFIED FINANCIAL PLANNER(TM)

Lauren reflects on her early days as a financial adviser, starting her career in September 2007 — just before the

Lauren shares her journey through the job market, highlighting the power of self-advocacy and confident negotiation. After spending two years

We’re thrilled to introduce Tyler Ouimette, Somerset’s newest Assistant Operations Specialist. Tyler is working out of the Beaufort office and

Lauren shares a pivotal lesson from her early career, inspired by a boss who embodied financial prudence and delayed gratification.

At the recent Hightower Women and Well-th conference, Emily Lassiter shares Somerset’s experience with female business owners and their common

When it comes to wealth and inheritance, the lessons we pass down are just as valuable as the money itself.

For many people under 40, the current economic climate feels unfamiliar — even unsettling. After years of growth fueled by