--- title: GeoWealth Blog description: Blogs, insights, and educational materials from GeoWealth for Financial Advisors. image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/page/1#top) [Skip to Content](https://blog.geowealth.com/page/1#body) [![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) \> About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) Toggle children for Services & Support Main Menu (Press to Return) \> Services & Support - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) \> Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) \> Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) # Insights from GeoWealth Recent blogs and educational materials from GeoWealth for Financial Advisors. ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-market-commentary-2026-q3.jpg?height=500&name=banner-market-commentary-2026-q3.jpg) [Market Commentary](https://blog.geowealth.com/tag/market-commentary) ## [Market Commentary: Q3 2026](https://blog.geowealth.com/market-commentary-q3-2026) GeoWealth's Investment Solutions team has written market commentary with updates on the market in Q3 2026. ![](https://blog.geowealth.com/hubfs/Headshots/Rob%20Gee%20Square.jpg) **Rob Gee, CFA®, CAIA** 10/8/26, 12:16 PM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-asset-location-umh.jpg?height=500&name=banner-asset-location-umh.jpg) [Operations & Back Office](https://blog.geowealth.com/tag/operations-back-office) ## [Asset Location vs. UMH: A More Scalable Path for RIAs](https://blog.geowealth.com/asset-location-vs-umh-a-more-scalable-path-for-rias) ![](https://blog.geowealth.com/hubfs/Headshots/headshot-josh-hagar-square-rounded.png) **Josh Hagar** 10/8/26, 10:22 AM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/blog-banner-wealthtech-on-deck-podcast.jpg?height=500&name=blog-banner-wealthtech-on-deck-podcast.jpg) [TAMP & Technology](https://blog.geowealth.com/tag/tamp-technology) ## [WealthTech on Deck Podcast](https://blog.geowealth.com/wealthtech-on-deck-podcast) ![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_Manley.png) **Katie Bomher** 7/28/26, 11:28 AM ## Explore All Blog Posts from GeoWealth [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/banner-market-commentary-2026-q3.jpg)](https://blog.geowealth.com/market-commentary-q3-2026) #### [Market Commentary: Q3 2026](https://blog.geowealth.com/market-commentary-q3-2026) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM Q3 2026's Key Themes: Se... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/banner-asset-location-umh.jpg)](https://blog.geowealth.com/asset-location-vs-umh-a-more-scalable-path-for-rias) #### [Asset Location vs. UMH: A More Scalable Path for RIAs](https://blog.geowealth.com/asset-location-vs-umh-a-more-scalable-path-for-rias) Understanding an Asset Location framework relative to a Unified Managed Household (UMH) approach How... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-wealthtech-on-deck-podcast.jpg)](https://blog.geowealth.com/wealthtech-on-deck-podcast) #### [WealthTech on Deck Podcast](https://blog.geowealth.com/wealthtech-on-deck-podcast) GeoWealth’s Jack Hannah on Driving Growth Through Operational Scale Jack Hannah, President & COO... [![](https://blog.geowealth.com/hubfs/AdobeStock_1525123909.png)](https://blog.geowealth.com/market-commentary-q2-2026) #### [Market Commentary: Q2 2026](https://blog.geowealth.com/market-commentary-q2-2026) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM Q2 2026's Key Themes: Ju... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-geowealth-recognized-in-americas-best-tamps-2026.jpg)](https://blog.geowealth.com/geowealth-recognized-in-americas-best-tamps-2026) #### [GeoWealth Recognized in America’s Best TAMPs 2026](https://blog.geowealth.com/geowealth-recognized-in-americas-best-tamps-2026) GeoWealth in America’s Best TAMPs For the seventh year in a row, we’re proud to be listed among Amer... [![](https://blog.geowealth.com/hubfs/Blog%20Email%20Header%20Images.png)](https://blog.geowealth.com/market-commentary-q1-2026) #### [Market Commentary: Q1 2026](https://blog.geowealth.com/market-commentary-q1-2026) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM Q1 2026's Key Themes: Ma... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/2026%20Q2%20Model%20Marketplace%20Blog%20Header.png)](https://blog.geowealth.com/q2-2026-model-marketplace-updates) #### [Q2 2026 Model Marketplace Updates](https://blog.geowealth.com/q2-2026-model-marketplace-updates) New Strategies and Strategists: Q2 2026 [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/blog-banner-exploring-top-advisor-challenges.jpg)](https://blog.geowealth.com/exploring-common-advisor-challenges) #### [You’re Not Alone: Exploring Common Advisor Challenges](https://blog.geowealth.com/exploring-common-advisor-challenges) Ongoing account servicing, managing models, incorporating alternatives, tax management, multiple log... [![](https://blog.geowealth.com/hubfs/AdobeStock_1035853213.jpeg)](https://blog.geowealth.com/market-commentary-q4-2025) #### [Market Commentary: Q4 2025](https://blog.geowealth.com/market-commentary-q4-2025) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM Q4 2025's Key Themes: De... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/2025%20Q4%20Model%20Marketplace%20Blog%20Header.png)](https://blog.geowealth.com/q4-2025-model-marketplace-updates) #### [Q4 2025 Model Marketplace Updates](https://blog.geowealth.com/q4-2025-model-marketplace-updates) New Strategies and Strategists: Q4 2025 [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images0..png)](https://blog.geowealth.com/market-commentary-q3-2025) #### [Market Commentary: Q3 2025](https://blog.geowealth.com/market-commentary-q3-2025) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM Q3 2025's Key Themes: Se... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/blog%20header%20image%2050%2030%2020.png)](https://blog.geowealth.com/why-tomorrows-top-advisors-are-embracing-the-50/30/20-model) #### [Why Tomorrow’s Top Advisors Are Embracing the 50/30/20 Model](https://blog.geowealth.com/why-tomorrows-top-advisors-are-embracing-the-50/30/20-model) Beyond the 60/40 Portfolio For HNW investors, the traditional 60/40 portfolio no longer offers the d... [![](https://blog.geowealth.com/hubfs/Americas%20Best%20TAMPs/2025%20ABT%20Blog%20Header.png)](https://blog.geowealth.com/geowealth-2025-americas-best-tamps) #### [GeoWealth Recognized in America's Best TAMPs 2025](https://blog.geowealth.com/geowealth-2025-americas-best-tamps) GeoWealth in America's Best TAMPs For the sixth year in a row, we’re proud to be listed among Americ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/2025%20Q3%20Model%20Marketplace%20Blog%20Header.png)](https://blog.geowealth.com/q3-2025-model-marketplace-updates) #### [Q3 2025 Model Marketplace Updates](https://blog.geowealth.com/q3-2025-model-marketplace-updates) New Strategies and Strategists: Q3 2025 [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images0.png)](https://blog.geowealth.com/market-commentary-q2-2025) #### [Market Commentary: Q2 2025](https://blog.geowealth.com/market-commentary-q2-2025) GeoWealth's Market Observations INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM Q2 2025's Key Themes: Ju... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-19.png)](https://blog.geowealth.com/the-potential-pitfalls-of-diy-portfolio-management) #### [The Potential Pitfalls of DIY Portfolio Management](https://blog.geowealth.com/the-potential-pitfalls-of-diy-portfolio-management) Since most of the hard work that goes into managing our portfolios is not apparent to an outside obs... Explore additional blog articles: [1](https://blog.geowealth.com/) [2](https://blog.geowealth.com/page/2) [3](https://blog.geowealth.com/page/3) [4](https://blog.geowealth.com/page/4) [5](https://blog.geowealth.com/page/5) [Next Page](https://blog.geowealth.com/page/2) # *Thought Leadership* What We're Thinking About. Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (24)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (16)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![Phone in hand](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal. [Overview of Solutions](https://geowealth.com/geowealth-overview-investments-technology-service/) Get Powered by GeoWealth. Schedule a Demo Today. [![Schedule a Demo](https://no-cache.hubspot.com/cta/default/7742095/8a023122-555e-481f-a634-e81497b6f22d.png)](https://cta-redirect.hubspot.com/cta/redirect/7742095/8a023122-555e-481f-a634-e81497b6f22d) [![GeoWealth](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=280&height=42&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "GeoWealth")](https://geowealth.com/) **PLATFORM** - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) - [FAQs](https://geowealth.com/geowealth-faqs/) **COMPANY** - [About](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [In The News](https://geowealth.com/news/) - [Resources](https://geowealth.com/resources/) **CONTACT** - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) GeoWealth is a registered trademark of GeoWealth, LLC  |  © All Rights Reserved  |  [Privacy Policies](https://geowealth.com/policies/)  |  [Form ADV](https://adviserinfo.sec.gov/firm/summary/148222)  |  Do Not Sell/Share My Personal Information [444 N. Michigan Ave, Suite 3150](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [Chicago, IL 60611](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [312.219.9160](tel:312-219-9160) [connect@geowealth.com](mailto:connect@geowealth.com)