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Monthly Market Update – February 2026 MarchMonthly Market Commentary

Monthly Market Update – February 2026

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team February saw market gains spread beyond mega-cap tech, with mid-cap…
AdvicePeriod
AdvicePeriodMarch 24, 2026
When Financial Complexity Starts Working Against You Financial complexityWorth Sharing

When Financial Complexity Starts Working Against You

In recent years, the rapid growth of financial tools, financial influencers, investment types, online trading platforms and wealth-building options has many investors struggling to keep up. Add to that the…
AdvicePeriod
AdvicePeriodMarch 17, 2026
Why Your Tax Return Matters More After You File Tax filingTaxes

Why Your Tax Return Matters More After You File

As winter winds down and spring nears, it’s time once again for Americans to begin preparing for this year’s tax filing deadline. As you’re gathering receipts and scrutinizing every possible…
AdvicePeriod
AdvicePeriodMarch 17, 2026
Tax-smart retirement planning for business owners: Maximizing value during and after your business sale Business saleWorth Sharing

Tax-smart retirement planning for business owners: Maximizing value during and after your business sale

If you’re like many business owners, selling your business may be the culmination of a lifetime of hard work and dedication. Many business owners have more than 80% of their…
AdvicePeriod
AdvicePeriodFebruary 19, 2026
When to rebalance: Portfolio strategies for long-term wealth planning Stock portfolioWealth Planning

When to rebalance: Portfolio strategies for long-term wealth planning

Establishing an appropriate portfolio allocation is key to supporting your long-term wealth building potential. A strategically allocated portfolio can help manage downside risk, support growth potential and stay aligned with…
AdvicePeriod
AdvicePeriodFebruary 19, 2026
Monthly Market Update – January 2026 FebruaryMonthly Market Commentary

Monthly Market Update – January 2026

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team U.S. stocks in January 2026 posted a modest gain, with…
AdvicePeriod
AdvicePeriodFebruary 6, 2026
2026 tax planning guide 2026 TaxesTaxes

2026 tax planning guide

Proactive, year-round tax planning is key to reaching your long-term financial goals. To help you get started, this guide provides key information to support your 2025 tax filing and to…
AdvicePeriod
AdvicePeriodJanuary 29, 2026
Make it a tradition: Start the year with a family financial meeting Family meetingWorth Sharing

Make it a tradition: Start the year with a family financial meeting

Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions1? That gap in financial confidence can show up at any age,…
AdvicePeriod
AdvicePeriodJanuary 9, 2026
Managing taxes in retirement: 5 tips designed to help reduce your exposure Retirement coupleTaxes

Managing taxes in retirement: 5 tips designed to help reduce your exposure

The end of your working years doesn’t mean the end of your taxes. In fact, your retirement tax liabilities can have a significant impact on your income and ability to…
AdvicePeriod
AdvicePeriodJanuary 9, 2026
Monthly Market Update—December 2025 JanuaryMonthly Market Commentary

Monthly Market Update—December 2025

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod TeamKey Observations Global growth in 2025 was moderate rather than recessionary,…
AdvicePeriod
AdvicePeriodJanuary 8, 2026
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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