Trends and Perspectives

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

Our Latest Perspectives

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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Wednesday, August 26, 2026

One-and-Done or Dose-and-Repeat? Gene Editing Faces RNA Competition

The race between permanent gene edits and repeat-dose RNA therapies is reshaping how investors and developers assess therapeutic value.
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Tuesday, August 25, 2026

Retirement and Wealth Transfer: What They Mean For Shareholders

For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
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