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Press Release – International Women Day Campaign
&Partners calls on the industry to recruit and steward more women financial advisors and help close the looming advice gap. AdvStream_IWDPressRelease_03172026Download
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Filing a Tax Extension: Strategy or Setback?
There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching, and for some, the return isn’t ready. The instinct for many high achievers is to push through, rush the process, and get it done. After all, asking for more time…
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The Real Cost of Market Timing
Every investor has felt it. That nagging voice saying “maybe I should wait” when markets are high, or “maybe I should get out” when headlines turn dark. It feels like common sense to buy low and sell high. But here’s the problem: by the time you know whether the market is actually high or low,…
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Why Learning a Language After 60 Makes Perfect Sense
Your brain doesn’t retire when you do. In fact, it’s wired to keep learning, and few hobbies satisfy that need like picking up a new language. Whether you’re planning a trip to another country, reconnecting with family heritage, or simply want a challenge that feels meaningful, language learning offers something inherently valuable. Start With Why…
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&Partners Wraps Breakout Year
The firm closes 2025 with a string of milestones that highlight the strength and appeal of its advisor-owned model.
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2026 Tax Quick Reference Guide
A snapshot of 2026 tax rules and thresholds, covering income, investments, retirement, and estate planning.
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Prism 2026 First Half Outlook
&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.
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Ten to Watch in 2026: Kristi Mitchem
WealthManagement.com has named Kristi Mitchem to its Ten to Watch in 2026 list, highlighting her leadership and impact on the evolving future of wealth management.
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WISE Webinar
Watch Kristi Mitchem join Consuelo Mack and Anna Paglia for a conversation on women’s leadership, financial confidence, and the role of advice in building long-term wealth in this WISE webinar.
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24-hour trading: What advisors need to know
As 24-hour trading emerges, so does the urge to respond to every market move. But the real path to wealth lies in staying disciplined, not reacting overnight.
