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Just a short note this week, but we wanted to give some examples of one of the core principles that drew us to &Partners: fee transparency. &Partners maintains relationships with a broad set of asset managers to help ensure that advisors can source the best management for their clients. On top of that, they also…

These past couple weeks have seen some interesting movements in the US treasury market which trickles down to the rest of the bond markets, long thought to be the more sophisticated older sibling to the stock market.  Treasury auctions of 30-year bonds saw rates at their highest levels in 20 years.  Stocks responded by dropping,…

The news on the current housing crisis does not always explain the contribution of the retirement crisis. After the disappearance of the pension and the passing of ERISA[1], many homeowners are relying on their home’s appreciation to retire[2]. Considering this, many retirees are holding onto their homes longer, holding back supply that could make housing…

We’ve been seeing a lot of news about the advent of Section 530A Accounts (“Trump Accounts”) for young children, and we wanted to share details in case your children/grandkids are eligible. Section 530A Accounts were authorized in summer 2025’s One Big Beautiful Bill. They are best described as starter custodial Individual Retirement Accounts for children…

There are many uncertainties about the impact of Artificial Intelligence (AI) on the future of society. Despite the current AI frenzy, by all accounts, we are still very early in this transition. But one outcome that I was recently introduced to, and which has gotten less media coverage is that AI threatens to create a…

Hello everyone! You can now find Wise &Partners on Instagram! After receiving frequent questions about social media content, we decided to join the conversation by sharing what we are thinking, delivered with honesty and transparency. People are increasingly turning to social media platforms for information, and we get it – we’ve seen our fair share…

As we have written, James and I recently attended BXU-Blackstone University in NYC. There were many fascinating themes, including the theme of gamification in investing. Despite anyone’s feelings about Blackstone, their place as a leader in the capital markets is undisputed. So, when they announce a theme, it is worth paying attention and this theme…