Blog Posts Filed Under portfolio-management
Hiring a Financial Advisor in 2026
By Beth Stringer
Earning $250K+ and wondering if your advisor is worth it? This guide reveals why flat fee advisors can save $500K-$1M versus AUM models in our 20-year comparison, which credentials deliver value (CFP+CPA is gold), and the red flags signaling conflicts. Get the questions that help you evaluate advisor quality and fee transparency.
War, Market Volatility, and Your Portfolio: Historical Perspective
By Beth Stringer
"War, Market Volatility, and Your Portfolio: Historical Perspective" provides high-income investors with data-driven analysis of how geopolitical conflicts actually impact financial markets. Drawing on research from BlackRock, J.P. Morgan, and the NBER, this guide reveals that markets are more resilient to geopolitical shocks than expected—with conflicts typically causing temporary volatility lasting around 20 days. The article examines historical performance from World War I to 9/11, explains why U.S. stock volatility is 33% lower during wartime, and provides practical portfolio strategies for managing geopolitical risk. Designed for investors with $250k+ portfolios, it includes actionable allocation frameworks, tactical hedging approaches, and explores how advisor fee structures impact decisions during volatile periods.