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The ABCs of IDGTs
10/26/2026
Explore the basics of intentionally defective grantor trusts and how these oddly named tools could be an effective addition to your estate plans.
Estate & Giving
Zooming out
10/26/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
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Key catalysts for markets in the weeks ahead
10/23/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Manufacturing production is improving, manufacturing employment is not
10/23/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
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Social Security 2027 cost-of-living adjustment: what it may mean for your retirement plan
The 2027 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
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The return of income: bonds reclaim their role
10/19/2026
James Camp, co-head of Eagle Income, and Alexandria White, investment strategist at Eagle Income, explore how higher yields have restored bonds as a meaningful source of income and portfolio diversification.
Markets and Investing
Forecasting interest rates - investment objectives
10/19/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Thoughts on inflation, interest rates and retail sales
10/16/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Five key questions for third-quarter earnings season
10/16/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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2026 Forbes Best-in-State Wealth Management Teams


The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. RIA firms do not pay a fee in exchange for this award/rating. Compensation provided for using the rating. Ismert-Barger Wealth Advisors is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.