6 days ago
Is AI Replacing America’s Back Office?
AI is no longer just transforming manufacturing and technology. From banking and healthcare to customer service and accounting, AI is reshaping the “back office” jobs that have long provided a...
Latest Insights
August 31, 2026
Changing Seasons
The Fed’s Next Move Two developments that have been building over the past several months came together over the weekend to put upward pressure on interest rates. The first was...
August 27, 2026
The Aging of America’s Trades
Aging skilled trades workers could become an unexpected economic bottleneck, with five workers leaving the trades for every one worker entering. In this week’s Educational Insights, Ashley Page explores the...
August 24, 2026
Earning Respect
Strong Earnings, Tougher Comparisons More than 90% of companies have now reported second quarter earnings, giving us a clear picture of a remarkably strong earnings season. Earnings growth for the...
August 20, 2026
The Cost of Long-Term Care
Long-term care can become one of the most significant and unexpected expenses in retirement, with nursing home costs in Alabama potentially exceeding $100,000 per year. In this week’s Educational Insights,...
August 17, 2026
Momentum is our Friend
Strong Market Breadth The market typically begins to experience greater volatility around this point in midterm election years. However, one encouraging development is the strength and breadth of current market...
August 13, 2026
Avoiding Mid-Career Stall
One of the most overlooked threats to retirement wealth may happen long before retirement: a mid-career stall. In this week’s episode of Educational Insights, Ashley Page explores how spending five...
August 10, 2026
The 3-6-9 Savings Rule
One of the most common financial questions people ask is, "How much should I keep in emergency savings?" In this week's episode of Educational Insights, Bobby Norman breaks down the...
August 6, 2026
Generations of Wisdom: Timeless Perspective with Ann Powell
On the latest episode of Innovation Mavericks, Greg sits down with his mom, Ann Powell, to discuss the technological, cultural, and economic changes she has witnessed throughout her life and...
August 3, 2026
The Great Reset
The Federal Reserve Enters a New Chapter The Federal Reserve's latest meeting marked another important step in the early tenure of Chairman Kevin Warsh. As expected, policymakers left interest rates...