Insights that help empower smarter financial decisions.
We believe that the more you know, the better equipped you will be to make sound decisions. View Confluence’s library of resources to gain important insights to stay up to date on financial topics.
RESOURCES
Browse our resources.
First Quarter 2026 Market Recap
April 1, 2026
CFA, CFP®, Chief Investment Officer
Building Wealth with Intention and Strategy
March 27, 2026
CFP®, CPA, President
Market Recap: February 2026
March 4, 2026
CFA, CFP®, Chief Investment Officer
How Thoughtful Financial Planning Could Affect Your Next Generation
February 27, 2026
CFP®, Director of Wealth Planning
Why Name a Beneficiary?
February 20, 2026
Market Recap: January 2026
February 3, 2026
CFA, CFP®, Chief Investment Officer
What Is Private Wealth Management?
January 16, 2026
CFP®, CPA, President
Fourth Quarter 2025 Market Recap
January 5, 2026
CFA, CFP®, Chief Investment Officer
Legacy Planning for Affluent Families: Preparing the Next Generation for Wealth and Responsibility
December 17, 2025
CFP®, Wealth Manager