Sowell Management

09/02/2026

🏈 You don’t have to be the star quarterback to build a winning team. 🏈

In Part 1 of Quarterback to General Manager, Jason Hsu, PhD, takes on the idea that an advisor’s value comes from making the big investment call. His argument: sustainable advisor businesses are built differently.

They bring together the right people, systems and expertise to help clients across the full picture of their financial lives.

Read Part 1: https://hubs.ly/Q04vrGYW0

In Part 1 of this series, Jason Hsu, PhD, challenges the “quarterback” mindset and explains why sustainable advisory firms are built on systems—not stock-picking heroics.

09/01/2026

Big wealth can bring big complexity.

Investment News recently featured Sowell Management’s new Advanced Planning Group, designed to help our advisors support high-net-worth families and business owners across tax strategy, estate planning, business succession, wealth transfer and more.

It’s about putting deeper expertise within reach when clients need it most.

Read the coverage:
https://hubs.la/Q04w0H5X0

The Arkansas-based RIA's new in-house unit targets wealth transfer, business succession and tax strategy for high-net-worth families

08/26/2026

A little AI. A lot of big-picture thinking. And a pretty great apple tart. 🍎🤖🍏

Sowell’s Erin Taylor recently joined wealth management leaders in Denver at the Beacon Strategies 2026 AI-Lab Roundtable for a hands-on look at how firms can put artificial intelligence to work thoughtfully and responsibly.

The group explored everything from practical AI applications and team readiness to governance, risk and long-term strategy, with plenty of hands-on learning along the way.

We love seeing our team get out there, learn from others and bring fresh ideas back to Sowell.

08/24/2026

Moderna’s August 21 stock surge drew plenty of attention. But could the bigger long-term opportunity involve Merck?

In our latest Perspectives, we take a closer look at the companies’ jointly developed personalized cancer vaccine and what it could mean for Keytruda, Merck’s growth outlook and potentially the treatment of additional cancers.

Read more:
https://hubs.la/Q04v4lkM0

Learn how Moderna’s cancer vaccine breakthrough may matter even more to Merck as it prepares for life beyond Keytruda.

08/19/2026

Being a fiduciary matters. But Bill Sowell believes it shouldn’t be the thing that makes an advisor stand out.

Putting clients first is the standard. Earning their trust is the real goal.

In his latest op-ed for Wealth Solutions Report, Bill shares why listening, transparency and following through still matter more than any label.

Read it here:
https://www.wealthsolutionsreport.com/being-a-fiduciary-is-a-calling-not-a-slogan/ (https://hubs.la/Q04tCqrz0)

Putting Clients First Should Be The Minimum Standard. The Real Differentiator Is Earning Trust.

08/17/2026

Remember The Six Million Dollar Man?

In 1973, $6 million could rebuild Steve Austin into a bionic superman. Today, that same $6 million has roughly the purchasing power of $800,000 back then.

That makes for a great TV reference, but it also illustrates something very real: inflation changes what our money can actually buy.

Ben Ashby takes it from there, looking at inflation, TIPS, stocks, real assets and what investors should consider when trying to preserve purchasing power.

Read his latest Perspectives:
https://hubs.la/Q04tcwmv0

Ben Ashby explores inflation, purchasing power, TIPS and why protecting wealth starts with understanding which inflation risk an investor actually needs to hedge.

08/12/2026

Strategy, relationships and a little baseball, too. ⚾

Sowell President/CEO Daryl Seaton spent time in Chicago with Eric Billimoria, Vice President and Financial Advisor with WealthCare Advisors and one of Sowell’s advisor partners.

The trip included meetings with the teams at Altruist and GeoWealth , including a strategic work session focused on how we continue strengthening the solutions and support we provide to advisors.

And no Chicago trip is complete without a little fun. Daryl and Eric capped things off with Chicago Cubs vs. Dodgers at Wrigley Field. Not a bad office view for the evening.

08/10/2026

Is today’s AI boom really 1999 all over again?

Jason Hsu, PhD, sees plenty of similarities, but one major difference could allow this cycle to run much longer: the extraordinary financial strength of the companies funding the AI buildout.

His latest Perspectives for Sowell looks at the potential upside, the very real risks and why investors may not need to perfectly time the top to come out ahead.

Read more:
https://hubs.la/Q04sqB6G0

Jason Hsu, PhD, examines what separates today’s AI boom from 1999 and how advisors can help clients navigate FOMO, market risk, and the decision to de-risk.

08/06/2026

A three-foot board piled high with German favorites, Southern-style pork rinds, cold beer, and a few Pictionary drawings that may never be fully understood. That sounds like a pretty great team outing to us.

We had a fantastic time at Fassler Hall Little Rock sharing plenty of laughs, friendly competition, and one seriously impressive feast.

08/03/2026

Memory chip stocks have fallen sharply, but the AI growth story may not be over.

The recent sell-off may reflect a healthier shift toward fundamentals, with investors asking harder questions about valuations, profitability, and whether AI spending can generate sustainable returns.

Read our latest Sowell Perspectives:
https://hubs.la/Q04rGtq60

Memory chip stocks have cooled after a powerful AI rally. Learn why the pullback may represent a healthy reset rather than the end of the AI investment cycle.