Steven Cucinelli, LUTCF, FSCP

06/09/2026

Annuities have costs and limitations, but also serve a real purpose for some investors. Before dismissing them as a retirement option, find out how they work.

06/08/2026

Tech-Led Rally Unravels as Yields Surge and Semiconductors Reverse

The stock market endured its toughest week in months, with a sharp Friday sell-off erasing early gains and leaving all the major averages in negative territory.

06/05/2026

The Great Wealth Transfer is changing who you serve, how you engage, and what clients expect from advice. As more wealth shifts to younger generations, there’s a significant opportunity to build lasting relationships rooted in education, context, and goal-based guidance.

If you’re an advisor who’s energized by evolving your approach for the next generation and you want a firm that will invest in your growth with the support, tools, and resources to meet clients where they are, we’d love to connect.

As trillions shift to younger investors and advisors retire, Perry tells InvestmentNews how education, technology and personalization can help firms adapt.

06/04/2026

May is National Small Business Month, a time to truly appreciate the entrepreneurs and small business owners who show up every day for their employees, customers, and communities.

With millions of small businesses across the country, protecting what they’ve worked so hard to build is an important part of helping them continue to thrive. If you’re a small business owner (or know one) and would like to talk through business continuity and individual protection opportunities, I’m always happy to connect.

06/03/2026

Tech stocks drive another record-setting week

The stock market extended its rally during the holiday-shortened week, with the S&P 500 (+1.4%), Nasdaq Composite (+2.4%), and DJIA (+0.9%) all finishing at fresh record highs.

06/02/2026

Are you too busy building your career and your income to manage your finances? The right financial professional can help, by making sure your wealth works as hard as you do. Let us help.

05/29/2026

The transformation of underwriting will not arrive as a dramatic disruption; it will happen gradually through the replacement of manual processes.

05/28/2026

As more business owners approach succession decisions, advisors with experience navigating complexity are in high demand. These transitions involve far more than valuation or tax planning—they require the ability to guide clients through layered financial, personal, and business considerations with confidence.

We’re looking for advisors who are prepared for this work: professionals who want to support business owners through high‑stakes transitions and serve as a steady presence before, during, and after ownership changes.

A massive wave of business transitions is underway as Baby Boomer owners prepare to pass down or sell an estimated $10 trillion in privately held companies over the coming years. For wealth advisors, the so-called “Great Ownership Transfer” represents both a significant opportunity and a reten...

05/27/2026

Get expert advice on the risks of this pension-like cash flow

05/27/2026

Broad participation offsets choppy mega-cap action and macro uncertainty

The stock market finished the week with modest gains, though the path higher was far from smooth.