Happy Friday!

There’s a financial gap most American families suffer from that financial advisors can help address.

Meanwhile, with AI revolutionizing the American economy, corporate dividends are seeing a boost.

We will cover those topics and more in today’s edition of Weekly Digest…

In case you missed out, here are the articles we published over the past few days: 👇

➡️ Mental health is a growing priority among American adults. This clinical-stage biotech firm is poised to address that need. That said, investors continue to undervalue this company, making it an acquisition target.

➡️ Strong financial expertise isn’t the only thing needed to build a successful financial advisory practice. This requires building a strong professional network too.

➡️ Expertise doesn’t guarantee trust. Building trust also requires advisors to answer a simple question: “So what?”

Meanwhile, here are other pieces of news and information you might find interesting:

• According to Lincoln Financial’s Consumer Sentiment Tracker, 78% of families have never had an in-depth conversation about life insurance. As a result, 60% of adult children assume their parents are covered, when in reality only 44% of parents say they are.
• U.S. corporate dividend growth rose to 8.7% during Q2, with AI providing much of the boost.

That’s all for today’s Weekly Digest. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

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