Thought Leadership
Featured articles
Featured Articles
The Compounding Power of Planning Alpha
How consistent, interconnected decisions can create value across a family’s financial life. I have been thinking about compound interest lately, which is perhaps predictable given what I do for a living. However, the part that has interested me has very...
Latest Blogs
The Compounding Power of Planning Alpha
How consistent, interconnected decisions can create value across a family’s financial life. I have been thinking about compound interest lately,...
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...