Sowell Management

10/15/2026

Donna brought the biscuits and gravy. We brought our appetites. 😋

Another delicious team breakfast, another reason to gather around the table—and plenty of happy faces to show for it.

Thank you, Donna, for keeping this Sowell crew well fed and feeling appreciated! 💛

10/14/2026

A change of scenery. Time to think ahead. And a dinner setting that had Daryl right in his element. 🍷

Last week, our leadership team gathered at Oaklawn Hot Springs for two days of annual EOS planning.

EOS Worldwide—the Entrepreneurial Operating System—helps us turn big ideas into clear priorities and shared accountability as we build for Sowell’s future and the advisors we serve.

After a day of focused work, dinner in the W**e Gallery at The OAK room & bar gave everyone a chance to relax and reconnect. For our resident w**e connoisseur, Daryl Seaton, it was an especially fitting finish.

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10/12/2026

Your candidate can lose while the stock market gains.

That’s one takeaway from Phil Wool’s look at stock performance following midterm elections. Historically, the S&P 500 has delivered strong post-midterm returns under a range of political outcomes.

History offers context, not a guarantee. Before letting election predictions influence your portfolio, take a look at what the numbers actually show.

Read this week’s Perspectives:

https://hubs.la/Q04zW5710

What do midterm elections mean for investors? Phil Wool explores historical stock returns and the limits of using political outcomes to guide portfolio decisions.

10/09/2026

Big plans. Good company. And cupcakes worth taking a break for. 🧁

We welcomed Hank Nelson and Jonathan Wills from FirstTrust Advisors this week to talk about Sowell’s growth plans and explore future opportunities. Thank you both for the conversation—and a sweet surprise for our team!

Next up: a conversation that goes beyond election night. Save the date for our upcoming webinar with First Trust:

Beyond the Ballot: What the Midterms Mean for Advisors
📅 Monday, November 9, 2026 🕒 3 p.m. CT

Election outcomes. Economic implications. More informed client conversations. Watch for registration details!

10/06/2026

Winning in investing is not always about beating the S&P 500.

For most clients, the real goal is much more personal: a comfortable retirement, helping family, preserving wealth, and having confidence in the future. 📹 included in the link.

In his latest article, Jason Hsu, PhD, explores why advisors may need to look beyond traditional benchmarks and focus on the outcomes that matter most to the people they serve.

Read “Beyond the Benchmark Trap” and watch Jason's video: https://hubs.ly/Q04zdyzg0

&P500

Why beating the S&P 500 may not be the right measure of investment success. Jason Hsu challenges advisors to rethink benchmarks, embrace strategic de-risking, and focus on the financial goals that matter most to clients.

10/05/2026

Private credit has grown into a major part of today’s financial markets. But what happens when investors want their money back faster than the underlying loans can be sold?

In his latest Perspectives article, Ben Ashby looks to Britain’s financial history for some cautionary lessons about liquidity, rising rates and where financial risk can migrate when regulations change.

His message isn’t that all private credit is problematic. It’s that understanding liquidity, valuations and time horizons matters.

Read Ben Ashby's perspective: https://hubs.la/Q04z8TBW0

Ben Ashby examines private credit risk, liquidity limits, rising rates and lessons from Britain’s past financial crises.

10/03/2026

There’s nothing quite like the energy of the New York Stock Exchange trading floor.

Daryl Seaton recently joined Colin Falls, CEO of GeoWealth, in New York for a panel discussion, time on the floor and the excitement of the Closing Bell.

Even better, the experience was shared with members of the Sowell community, including independent financial advisors Don Zolfo and Matt McCoy.

We’re proud of our partnership with GeoWealth and grateful for opportunities like this that bring together great people, fresh ideas and the relationships that move our industry forward.

10/01/2026

🗽 Another great day in New York for Team Sowell. 🗽

Daryl Seaton and Scott Dooley, CFA, represented Sowell Management at the Goldman Sachs Asset Management Custom Models Leadership Roundtable, joining leaders from across the industry for conversations about where wealth management is headed.

Daryl also took the stage for a panel moderated by David Blank, Managing Director and Head of Sales for SMA and Portfolio Solutions at Goldman Sachs.

We’re proud to see our team bringing the Sowell perspective to conversations like these, learning from other leaders and helping shape what comes next for the advisors and families we serve.

Thank you to Goldman Sachs Asset Management for the invitation and another outstanding experience in New York.

09/29/2026

We came. We dipped. We judged. 🌶️🏆

The latest showdown at Sowell was the Dip, Chips & Sips Great Team Dip-Off!

Three teams. A whole lot of homemade dips and salsas. Plenty of chips. And some VERY serious taste testing. 😋

Great Team Dip-Off Winners:
🥇 Erin Taylor — Hot Peach Salsa
🥈 Evan Sowell — Family Salsa
🥈 Daryl Seaton — Crack Dip
🥉 Jeff — Queso

Good food + friendly competition + our favorite people = a pretty great afternoon at Sowell.

09/28/2026

Oil prices may get the headlines, but for refiners, the real story is often what happens after the barrel reaches the refinery.

In the latest Perspectives article, Fiona Zhang looks at the refining margins behind recent strength in Phillips 66 and Valero, including crack spreads, tight fuel supplies and the geopolitical and policy risks that could shape what comes next.

Read more:
https://www.sowellmanagement.com/commentary/refining-margins-whats-driving-phillips-66-and-valero/

Fiona Zhang looks at the refining economics behind recent gains in Phillips 66 and Valero, including crack spreads, tight fuel supplies and policy risk.