by Jo Halverson | Jul 16, 2026 | News
Every advisor knows the pitch: pay taxes now at a known rate instead of later at an unknown one. But the clients who benefit most from Roth conversions rarely act on a one-line summary. They act when you show them the math, the timing, and the trade-offs specific to...
by Jo Halverson | Jun 1, 2026 | News
Optimized Insurance Planning for High-Net-Worth Clients | Wealth Advisor Guide Insurance Planning · Wealth Management Strategy Optimized Insurance Planning for High-Net-Worth Clients A practitioner’s guide for wealth and financial advisors seeking to integrate...
by Jo Halverson | May 8, 2026 | News
Advisory Insights Practice Management Wealth Planning Insurance Research Thought Leadership · Women in Finance The $30 Trillion Opportunity Financial Advisors Can No Longer Afford to Ignore Women are inheriting, earning, and controlling more...
by Jo Halverson | May 4, 2026 | News
Race to Success: OIP’s Framework for High-Performance Insurance Planning Optimized Insurance Planning · Partner Framework Race to Success:The OIP Framework forHigh-Performance Planners OIP’s performance-driven framework powered by four core...
by Jo Halverson | Apr 7, 2026 | News
In a world of compressed investment fees and efficient markets, the most significant “leak” in a high-net-worth portfolio isn’t the management fee—it’s tax inefficiency. As wealth advisors, we spend significant energy on asset allocation, but the...
