Insights & Tools

October 9, 2026

September market commentary: Removing a dose of accommodation

The important distinction, in our view, is that the Fed is tightening policy against a resilient economy rather than responding to an economy that is already weakening.

October 8, 2026

Farther adds seasoned wealth management leaders Ziv Bursztyn and David Wiener as managing directors

From New York to the Bay Area, the pair will expand the reach of Farther’s intelligent wealth management coast to coast.

September 10, 2026

August market commentary: Warsh draws the line

The last week of August traditionally brings the Federal Reserve’s annual Jackson Hole Symposium. In his first Jackson Hole appearance as Chair, Kevin Warsh struck an extremely hawkish tone, signaling a more forceful approach to combating inflation.

Building a Strong and Sustainable Endowment

A thoughtfully constructed endowment or strategic reserve is one of the most powerful tools a nonprofit can have. It serves as a permanent financial foundation, offering ongoing support for operations, programs, or capital needs, and demonstrating long-term fiscal responsibility to donors and stakeholders.

A Board Guide to Governance and UPMIFA

Strong governance is essential to the success of any nonprofit organization. Board members hold fiduciary responsibilities that require informed oversight, transparency, and accountability. For organizations managing…

Farther Planned Giving Guide

Planned giving (legacy giving) refers to donors making charitable gifts through their estate or long-term financial plans. These gifts often provide transformational support and strengthen your organization’s long-ter…

Behavioral Finance: Staying Rational in Market Volatility

Market volatility is inevitable, but emotional reactions often undermine long-term financial goals. This guide explores behavioral finance — revealing how hidden psychological biases like loss aversion and recency bias can lead investors to make decisions against their own best interests. You will learn to identify these emotional traps and implement actionable strategies to protect your portfolio, including dollar-cost averaging, tax-loss harvesting, and strategic asset location.

Investment Basics for Retirement Accounts

Achieving retirement security requires more than just saving; it demands a strategic approach to investing that evolves with your life. This guide demystifies essential investment vehicles like stocks, bonds, index funds, and annuities, and explains how to maximize tax-advantaged accounts like 401(k)s and IRAs. You will learn to navigate the critical trade-off between risk and return, minimize portfolio-eroding fees, and build a resilient strategy that transitions from early-career growth to pre-retirement preservation.

Estate Planning & Retirement Accounts

Estate planning is essential for protecting your legacy, yet many overlook the complex rules governing retirement assets. This guide provides a comprehensive roadmap for securing your wealth, detailing the critical differences between Wills and Trusts — including Revocable, Irrevocable, and Special Needs Trusts. You will learn how to navigate Federal Estate Tax exemptions before they potentially decrease in 2026 and master the specific inheritance rules for IRAs and 401(k)s — such as the SECURE Act's 10-year distribution rule.