Thought Leadership
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Featured Articles
Lauren Pearson Named to AdvisorHub’s 2026 Advisors to Watch: Under $1B List
We are proud to announce that Lauren Pearson, Managing Partner and Founder at Somerset Advisory, has been named #269 on AdvisorHub's 2026 Advisors to Watch: Under $1 Billion list — a nationally recognized ranking that identifies financial advisors with the...
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Lauren Pearson Named to AdvisorHub’s 2026 Advisors to Watch: Under $1B List
We are proud to announce that Lauren Pearson, Managing Partner and Founder at Somerset Advisory, has been named #269 on...
What We Cannot Outsource
Key Takeaways ✓ AI will automate many parts of financial advising — but judgment, trust, and emotional attunement cannot be...
A New Savings Structure for the Next Generation: Trump Accounts (530A accounts)
Key Takeaways✓ AI will automate many parts of financial advising — but judgment, trust, and emotional attunement cannot be outsourced.✓...
What Most Founders Get Wrong About Their HSA
There is a pattern we see often enough to write about. A founder, a partner, someone running their own business...
The Best Returns at Somerset
Four months in at Somerset, and I have learned that the best returns are not always in the market—they are...
Lauren Pearson Named 2026 Forbes Best-in-State Wealth Advisor
We are elated to announce that Lauren Pearson was named a 2026 Forbes Best-in-State Wealth Advisor!From the award: “Collectively, this...
Lauren Pearson Named #7 on Forbes Top Women Wealth Advisors Best-in-State
Lauren Pearson was named number 7 on Forbes Top Women Wealth Advisors 2026 Best-in-State. From the award: "The tenth annual...
On Identity, Artificial Intelligence, and Why We Are Slowing Down
I want to share something that may feel subtle in practice but significant in philosophy. A new category of artificial...
Margin and Silver as the Main Characters Last Week
When markets move sharply, it can feel as though everything is happening at once. Prices change. Stories harden. Commentary accelerates....