You know that moment after Thanksgiving when you realize you’ve had too much turkey? That’s a bit how November’s volatility felt. 👉 Here are 3 quick things to help put it in perspective: 1. What’s driving the swings? A lot of it comes from the huge investment going into AI and new data centers. The markets are reacting to how fast this is all changing. 2. How does this fit into the bigger picture? Volatility like this is normal. It doesn’t mean your plan needs to change. 3. What actually keeps

Every advisor has a defining moment with a client. For Fanny Guo, Sr. Wealth Advisor at Mercer Advisors, that moment came from a longtime client who reached out about purchasing an engagement ring. Over time, she had helped him build financial confidence and create a strong foundation for his future. "It wasn't just about the ring. It was about making sure this decision fit into his long term plan." Stories like these remind us that financial planning isn’t only about numbers. Behind every plan

Inside the NAPA Know How Campaign and 100-Year Legacy

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