Research
Research-backed perspective for planning, portfolios, and client decisions.
- Research
Politics Are Loud. Clients Are Nervous. Why Investing Isn’t Stopping
Alas, we don’t live in a perfect world, but there are some encouraging signs at the 2026 intersection of investing and politics.
Todd Shriber - Research
The Death of Financial New Year’s Resolutions—and the Rise of Goal-Based Planning
Not about phrasing as much as it’s about some of the negative connotations associated with new year’s resolutions, financial and otherwise.
Todd Shriber - Research
Why Women in Their 40s and 50s Are Becoming the Most Important Retirement Clients
Women are also willing to invest the time and in the advice and education to thrive when it comes to retirement planning.
Todd Shriber - Research
Gen Z Has Interesting Views on Future of Social Security
Vewed through a partisan political lens, but the reality is something different. That’s part of the good news, but there are concerning points, too.
Todd Shriber - Research
The Importance and Influence of Data Analytics in the Corporate World
It is essential to conduct this research as attentively as possible to make sure that the results are as good as they could possibly be.
Guest Contributor - Research
4 Key Market Research Tools U.S. Companies Use To Understand Customers Better in 2026
Knowing the four main market research approaches that future-oriented businesses use will serve you well. Ready?
Guest Contributor - Research
Clients Are Bullish on Stocks for 2026. Maybe Too Much So.
The current bull market turning four years old in 2026, some retail investors may be heading into 2026 unprepared for potential pullbacks and volatility.
Todd Shriber - Research
Gen X Is Finally Getting Serious About Retirement — And Advisors Can’t Afford to Miss It
Bulk of the generation flirting with or over the age of 50 and many of them knocking on the door of 60, their retirement vigilance isn’t surprising.
Todd Shriber - Research
Mastering Time in a World That Never Stops
All of us are the CEOs of our own lives. Here is just some of the rich wisdom from Porter’s research that resonated with me.
Achim Nowak - Research
Stocks Look Strong for 2026—So Why Are Advisors Warning of Big Drawdowns?
Meaning it’s nearly quadrupled, implying that even if 2026 is a positive year for the gauge, it could be of the modest variety.
Todd Shriber
