Farther

🪳 Cockroaches & CapEx: What’s Driving Markets Higher Amid Credit Concerns Markets rallied in October — the S&P 500 marked six straight months of gains and the Nasdaq its longest winning streak since 2018. Strong earnings, easing U.S.–China tensions, and AI-fueled optimism kept equities climbing. But beneath the surface, cracks appeared. The bankruptcies of First Brands and Tricolor raised questions about the health of private credit markets — or as Jamie Dimon put it, “When you find one cockroach, there are probably more.” Meanwhile, hyperscaler CapEx continues to surge as AI infrastructure spending hits record levels — nearly $80B this quarter, with projections to exceed $100B+ in 2026 for some tech giants. Our latest Market Update explores: 📈 Why strong corporate earnings are keeping valuations elevated 💸 How private credit risks could test investor confidence 🤖 Why AI CapEx could fuel both growth and volatility in 2026 Read the full commentary → https://bit.ly/3WOCZmC #FartherFinance #MarketUpdate #Investing #AI #PrivateCredit #EconomicOutlook

From healthcare professional to entrepreneur! Today, we are sharing a client story featuring “Jill”, who takes an inspiring journey to financial freedom, showing how strategic planning can turn dreams into reality. Learn how she tackled student debt, optimized taxes, and aligned her investments with her purpose to launch her own business. Read the full case study: https://bit.ly/4oSiWj0 #FinancialFreedom #Entrepreneurship #CareerTransition #FinancialPlanning #FartherFinance #GoFarther

Unlock the power of T-Bills for safe and smart cash management! Learn how these short-term debt securities can protect your wealth, boost returns, and offer significant tax advantages. Whether you're managing large cash balances or navigating market volatility, T-Bills are a cornerstone of a robust financial strategy. Learn more in this insightful guide by David Darby: https://bit.ly/4hIrerA #TreasuryBills #CashManagement #InvestmentTips #FinancialPlanning #WealthManagement #FartherFinance #GoFarther

When rates are high and savings yields are strong, where should your dollars work hardest — in a high-yield savings account or toward your mortgage? Our latest Wealth Wisdom explores six mortgage scenarios to help you evaluate liquidity versus debt reduction in today’s environment. See how small shifts in strategy can make a big impact on your wealth! Swipe through the carousel for highlights, then read the full piece here: https://bit.ly/4nAFnZ8 #MortgageStrategy #FinancialPlanning #WealthManagement #FartherFinance #GoFarther #FinancialAdvisor

How can technology supercharge (not replace) the advisor-client relationship? In a new conversation with AdvisorHub CEO Tony Sirianni, Farther Co-Founder and CTO Bradley Genser shares how Farther’s Intelligent Wealth Platform elevates advisors’ ability to focus on exceptional client outcomes, not back office admin. Listen to the full discussion: https://lnkd.in/gnGuRP6u

As conversations around AI in wealth management are plentiful, Farther continues to help shape the dialogue. Our CEO, Taylor Matthews, joined industry peers at RIA Edge Los Angeles to discuss how AI is transforming advisory firms — and was featured in WealthManagement. “The goal of AI is to drive efficiency, which should drive growth” At Farther, we see AI as a way to empower advisors and teams, and create new opportunities for growth. The firms that win with technology will use it to amplify human connection — not replace it. Read the article: https://lnkd.in/enNGHWE8 #WealthTech #AIinFinance #RIAEdge #GoFarther #AdvisorTech

Farther welcomes Waypoint Strategic Advisors, managing $170 million in client assets, to its growing team of wealth advisors. With Farther’s Intelligent Wealth Platform, Waypoint’s advisors will gain advanced tools to bolster their impact and help clients navigate their financial futures with confidence. "We’re thrilled to welcome Waypoint Strategic Advisors to Farther,” said Taylor Matthews, CEO and co-founder of Farther. “Their client-first philosophy and track record of growth make Waypoint a perfect fit for Farther, and together we’re poised to deliver an even stronger wealth experience for their clients.” Read here: https://lnkd.in/eT72SRQw #wealthmanagement #wealthtech #financialadvisor #teamfarther

Recent market swings and renewed trade uncertainty have left some investors questioning their next move. Our latest commentary explores how short-term turbulence can create long-term opportunity — and why discipline remains your strongest ally in times of uncertainty. Key takeaways from our analysis: • Market Drivers: The key factors behind recent volatility and the market’s shifting sentiment. • Trade Tensions: What global trade disputes mean for growth, inflation, and investor confidence. • Strategic Perspective: Why staying invested and diversified remains the most effective approach through uncertainty. At Farther, we help investors navigate volatility with perspective, not panic. Read the full commentary → https://bit.ly/4haQV3J #Markets #Investing #MarketPerformance #InvestmentStrategy #FinancialMarkets

Read Our September Market Commentary: Navigating "Irrational Exuberance" in Today's Markets. The echoes of Alan Greenspan's 1996 "irrational exuberance" speech are growing louder, with Jerome Powell's recent remarks highlighting today's highly valued equity prices. Our latest commentary dives deep into the parallels between these two pivotal moments in market history. In Q3 2025, we witnessed exceptional returns across asset classes, driven by the Federal Reserve's policy shifts, continued AI momentum, and resilient economic fundamentals. However, as we move into Q4, investors face a complex landscape of attractive opportunities alongside meaningful risks. Key takeaways from our analysis: • Valuation Debate: Understanding why today's S&P 500 composition justifies a premium, but the extent remains a critical discussion. • Small-Cap Outperformance: A significant technical signal from September's market activity. • Gold's Rally: The factors driving its exceptional 17% gain in Q3. • Navigating Monetary Policy: The implications of the Fed's September rate cut and future expectations. We believe that in this evolving environment, a balanced approach emphasizing quality, flexibility, and diversification is paramount. Read more → https://bit.ly/4nR57l0 #MarketPerformance #InvestmentStrategy #FinancialMarkets #EconomicOutlook #AI #FederalReserve #Q4Outlook #IrrationalExuberance

If you’re working in private equity, private credit, or venture capital, you don’t want to miss this! Dive into key tax changes with us and learn what they mean for sophisticated investors. Why it matters: • QSBS enhancements: The exclusion cap is now the greater of $20M or 20× basis, expanded eligibility, and more flexible rollover rules. • QBI deduction reforms: The 20% deduction for pass-throughs is now permanent, with thresholds raised and added minimum deduction protections. • Expanded definitions and reporting: The Qualified Production Property (QPP) definition is broader, covering more modern, AI-driven assets — but with stricter reporting obligations. If you want to optimize carry structures, fund formation, or tax planning around your LP/GP setups, this is must-read: https://bit.ly/48pzABO Drop us a comment or DM if you’d like a walk-through of what this means specifically for your fund or portfolio. #GoFarther #WealthManagement #FinancialAdvisor#PrivateEquity #VentureCapital