Thought Leadership
Featured articles
Featured Articles
What Happens When Benchmarks Become Adaptive Rather Than Descriptive?
The Hall of Mirrors - Expanded and Current | Part I Key TakeawaysBenchmarks are shifting from descriptive to adaptive. Indices like the S&P 500 traditionally recorded market reality; now they're changing methodology (e.g., faster inclusion of newly public mega-cap companies)...
Latest Blogs
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...
What Happens When Benchmarks Become Adaptive Rather Than Descriptive?
The Hall of Mirrors - Expanded and Current | Part I Key TakeawaysBenchmarks are shifting from descriptive to adaptive. Indices...
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 outsourced.✓...
A New Savings Structure for the Next Generation: Trump Accounts (530A accounts)
Key TakeawaysA Trump Account (also called a 530A account) is a new federally established savings account for children under 18,...
What Most Founders Get Wrong About Their HSA
Key TakeawaysA more-than-2% S-corp shareholder cannot contribute to an HSA through payroll pre-tax. Under IRC §1372, they're treated as a...
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...