Mariner Wealth Advisors

07/16/2026

Whether college is years away or right around the corner, paying for it can bring up a lot of questions.

For many families, the hardest part of planning for higher education is making decisions when there are still so many unknowns. In this episode of Your Life Simplified, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how parents can think about college costs, 529 plans, conversations about borrowing and the value of keeping some flexibility along the way.

Listen to the podcast now: https://bit.ly/4fG3nsU

07/15/2026

You’ve built your family, and with it, a life that’s full, dynamic and constantly evolving.

As responsibilities grow, so do the financial decisions that come with them. Planning for education, protecting what you’ve built, thinking about the legacy you want to leave, and making sure each decision supports the bigger picture—it all becomes more connected.

Managing individual pieces is only part of the picture. What matters is having a plan that brings everything together.

That’s where a more integrated approach can make all the difference.

https://bit.ly/4vuXK5u

07/14/2026

At Mariner, we believe the future of financial services starts with empowering people.

Today, we are proud to announce a five-year partnership with Humanity Labs, marking an important milestone in our continued investment in innovation, our associates, and the future of our firm.

By bringing an AI Workforce to Mariner, we are creating more capacity for our associates to focus on what they do best: serving clients, building trusted relationships, and delivering personalized financial guidance.

This partnership reflects our commitment to thoughtfully integrating AI in ways that enhance the client experience and help shape the future of financial services, all in support of our purpose: to positively impact the lives of many.

Read the full announcement.

Mariner and Humanity Labs Announce Landmark Five-Year Partnership to Leverage an AI Workforce of 700 FTEs.

07/14/2026

Tax law changed significantly in 2025. If you haven't reviewed your estate plan since then, it may be time for a fresh look.

The lifetime estate tax exemption is now permanently set at $15 million per individual, which means strategies built around a lower threshold may no longer work as intended. Our latest article shows you what to revisit and why.

Prior to One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4, 2025, many families faced estate planning uncertainty.

07/13/2026

Feeling overwhelmed by tax headlines lately? You're not alone. But not every headline deserves a reaction — and acting on the wrong ones can do more harm than good.

Before making any moves, ask yourself three simple questions to help separate the noise from what actually matters for your financial plan.

Before acting on tax news, ask yourself key questions to see if it impacts your situation. Make informed tax decisions.

07/10/2026

Markets entered the second half of 2026 with strong earnings growth, improving breadth and a new Fed chair at the helm.

The latest market update from Chief Investment Strategist and Head of Equities Jeff Krumpelman explains why fundamentals continue to drive our outlook and why a disciplined, diversified approach remains key as conditions evolve.

Read more:

Explore a new fed familiar market dynamics with our insights on index performance and emerging market leadership.

07/10/2026

That dream vacation you keep putting off? It may be more attainable than you think.

In this episode of Your Life Simplified, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey talk about how “once-in-a-lifetime” trips can fit into a thoughtful financial plan. They discuss why one-time experiences are different from recurring expenses, how to plan ahead and why giving yourself permission to spend on meaningful memories can matter just as much as saving for the future.

Listen now: https://bit.ly/4wB0MGq

07/09/2026

The recent Iran conflict underscores how quickly geopolitical events can reshape energy markets, commodity supply chains and long-term economic strategy.

Chief Economist Bill Greiner’s July commentary looks beyond oil prices to the broader implications for inflation, critical minerals and global trade relationships and why those shifts may matter for investors.

Read more:

Explore the ramifications of the Iran war and its significant economic impact on global markets and capital flows.

07/09/2026

Caregiving responsibilities can bring emotional, logistical and financial decisions all at once. That’s why Mariner is proud to announce our partnership with Cariloop, a caregiving support platform that helps families navigate complex healthcare and long-term care decisions with confidence.

Through this partnership, Mariner advisors have another resource to help support eligible clients and their families through life’s most challenging moments, extending our purpose of positively impacting the lives of many.

Read the full announcement: https://ow.ly/1XHR50ZlFI0

The latest news and updates from Mariner.