Thought Leadership
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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 year’s Best-In-State advisors oversee $20.6 trillion in assets. Forbes’ ranking, compiled by SHOOK Research, is based on both quantitative and...
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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....
Annual Letter From Founder, Lauren Pearson
This year opened a new chapter for all of us. Growth and refinement arrived together, and 2025 was the year...
The Next Productivity Boom
Editor's Note Somerset recently joined a private discussion with ARK Invest’s Cathie Wood to explore how new U.S. policy measures,...
Demystifying Alternatives
A Somerset CLARITIES Perspective on When—and How—They Truly Add Value EXECUTIVE SUMMARY In recent decades, alternative investments have moved from...
Sightlines | Somerset Advisory
The Race We’re Actually Running Prologue At dawn, the meadow shimmered. The air was cool and heavy with dew. A...
Searching for the Yellow Bicycle: Where Rational Capital Can Still Go to Work
May 22, 2025 When trust thins, people look for shelter. This week we received a quiet but telling move with...