The Controller are people who care about autonomy and being in charge of making decisions. They're at their very best when they feel they're in the driver's seat.

The Survivor is one of the easiest identities to misread. These are people shaped by challenge. Their main driver isn't achievement. It's validation.

Academics want to understand things. They value logic, clarity and getting to the right answer. Confidence alone won’t build trust with this group. They want to see the thinking behind your recommendation.

Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.

Now let’s talk about the Team type. These are people who care deeply about connection, alignment, and belonging.

People think that persuasion and influence are about changing someone's beliefs, but they're not.

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

For a time, simply being exposed to AI drove returns. That phase is over.

Over the last 35-plus years, convertibles have produced equity-like performance but with lower volatility.

Securitized credit is a popular, if complex, fixed income allocation. Here’s where to begin.