Trends and Perspectives

Stay up to date with our take on trends that matter most.

Our Latest Perspectives

Thursday, September 3, 2026

Following the Money: What the Agentic AI Funding Boom Means for Investors

The rise of agentic AI has created a major funding wave, but investors should ask whether valuations are outpacing real-world adoption.
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Thursday, September 3, 2026

U.S. Small-Cap Equities—Why Now May Be the Moment to Lean In

The investment landscape for small-cap equities has evolved, with several positive factors—pro-U.S. policies, a less restrictive regulatory backdrop, and sustained demand from AI infrastructure spending—contributing to what we believe is an increasingly favorable environment.
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Tuesday, September 1, 2026

The Next Big Question in AI Economics: Who Captures Value as AI Models Converge?

Falling AI costs and converging model performance are shifting where value can be captured.
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Tuesday, September 1, 2026

Cash-Flow Planning for Retirement

A five-step guide to generating retirement income efficiently and effectively.
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Monday, August 31, 2026

Financing a College Education: Options to Consider

Tips for developing the best strategy while keeping your financial goals intact.
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Monday, August 31, 2026

GLP-1s and Restaurants: A Behavioral Shift, Not a Demand Collapse

As GLP-1 use grows, restaurant visits may become less frequent, but higher spending per visit and demand for smaller portions point to new opportunities.
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Friday, August 28, 2026

Becoming a Parent: 10 Steps to Financially Prepare for a Growing Family

If you or a loved one are preparing to welcome a child, here are 10 financial steps to consider.
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Friday, August 28, 2026

Beginning Your Career and Understanding Your Finances

Tips for managing your money as you start your career.
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Thursday, August 27, 2026

Navigating Career Breaks: Financial Strategies for Women Caregivers

Caregiving career breaks can disrupt long-term savings. Learn practical ways to protect retirement, manage cash flow, and plan your return to work.
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Wednesday, August 26, 2026

Insurance AI’s Next Phase: Beyond Incremental Efficiency

Insurance carriers are using AI to improve workflows, but long-term competitive advantage may depend on rethinking how work gets done.
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