Student of the Market, Investing
Ryan Weiser
Student of the Market - January 2026

Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2026

Student of the Market - January 2026
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How to Maximize Your Credit Score

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How to Maximize Your Credit Score

For the wealthy, credit scores can feel like a formality. After all, when you have ample liquidity, who’s really checking your credit? 

Turns out, plenty of people are. Lenders, underwriters, insurers, and even business partners may review your credit as a measure of trustworthiness and financial discipline. And while a high-net-worth can open doors, a poor credit score can close a few behind the scenes.

Whether you're acquiring property, investing in new ventures, or simply maintaining your financial reputation, your credit score matters. These strategies can help you protect and elevate it.

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How to Fire Old Financial Habits

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How to Fire Old Financial Habits

You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind.

These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits. You might recognize some of these signals:

Develop Healthy Hobbies as a Family

Develop Healthy Hobbies as a Family

We may feel like we spend lots of time with our family members. But squeezing in a few hugs and meals on our way to and from work, school, and soccer practice isn't really the same as scheduling meaningful family time. Developing family hobbies can help you all spend more purposeful time together, improve your family's wellbeing, and find new ways to connect. 

Mix and match a few of these ideas to find some go-to family hobbies, rain or shine. 

A Simple 5-Step Portfolio Checkup Anyone Can Do

A Simple 5-Step Portfolio Checkup Anyone Can Do

Most people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper issues like unnecessary overlap or risks that don’t match your current life situation. A simple portfolio review starts with asking the right questions and being crystal clear about what each investment is doing for you.

Here’s a five-step audit you can run on your own accounts:

Annual Market Review - 2025

As 2025 has come to a close, this annual market review breaks down the key economic forces, policy decisions, and global events that shaped market performance across major asset classes this past year. We highlight how equities, fixed income, and global markets responded throughout the year—and what those trends could mean for long-term investors heading into 2026.