andpartners

 A conversation with the &Partners Investment Team In past high-inflation periods, which asset classes beat inflation and which didn’t keep up? The &Partners Investment Team weighs in.

How can clients pass more wealth to heirs? Two of our partners explain why they think it’s wise to let financial advisors coordinate estate planning.

When the stock market drops, the instinct is to act: sell before things get worse, sit in cash until conditions stabilize, and buy back in when the dust settles. It feels logical, but it almost never works out that way. Over the years, we’ve seen this pattern repeat across a variety of investors. They might…

For decades, when someone asked, “What do you do?” the answer was easy. You were a teacher, a surgeon, an engineer, a business owner. The job was a shorthand for who you were, and you didn’t have to think much about it. Identity in retirement starts with a small but surprisingly weighty question: what do…

What are Trump Accounts (530A IRAs)? And how do these investment accounts for children compare to other, popular accounts? Our article and comparison chart explain.

Take a holistic approach to managing inflation, and other investment recommendations for the second half of 2026.

Scams are getting more sophisticated, but you can take steps to help protect yourself. Learn how to spot fraud and stay safe.

Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time – and money – it’s easy to default to things we can buy. Here’s another way to think about it: How can…

Money can be a sensitive topic for couples—even those who typically communicate well. Over the years, we’ve observed a variety of financial disagreements and we’ve noticed a few common themes. Understanding these frequent arguments can help you navigate your financial relationship with greater ease and harmony. 1. Supporting Adult Children It’s natural to want the…