Mariner Wealth Advisors

06/17/2026

For families that rely on household staff such as nannies, elder caregivers or housekeepers, the so-called "nanny tax" can add up quickly.

These federal and state employment taxes can impact cash flow, tax planning and your overall wealth management strategy. The good news is that with the right planning strategies in place, it's possible to reduce their financial impact.

Our latest article breaks down how the nanny tax works in 2026 and the strategies that may help minimize its impact.

With fast-paced demands pulling them in different directions, high-net-worth (HNW) families increasingly rely on professionals to support the caregiving needs of children and aging family members. However, many are surprised to discover that paying household staff can trigger additional tax liabilit...

06/16/2026

You’re ready for the tools, tech and support that allow you to create real change for your clients.

Learn more: https://bit.ly/4gjnX36

06/12/2026

Consumers may be feeling uneasy, but the broader economy continues to show signs of resilience. In this month’s commentary, Chief Economist Bill Greiner looks at the disconnect between consumer sentiment and confidence and what it may reveal about the economy’s path forward.

Consumption accounts for roughly 70% of GDP, making consumer behavior a key driver of economic growth; however, spending only occurs when consumers have both the financial ability and the willingness to make purchases, and a sour mood can weaken that willingness and slow spending.

06/11/2026

Markets have continued to climb, even as geopolitical headlines and investor uncertainty have created moments of volatility. In his latest commentary, Jeff Krumpelman, chief investment strategist and head of equities, explains why the underlying data remains supportive and why disciplined, diversified positioning continues to matter.

Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500 has advanced almost 11% in price through May, while the small cap laden Russell 2000 index has surged almost 18% in price.

06/11/2026

SpaceX IPO talk is everywhere.

Don’t miss Jeff Krumpelman, chief investment strategist and head of equities, today on CNBC Power Lunch. Jeff will break down the IPO angle and the broader implications for investors and the market.

CNBC Power Lunch at 2 p.m. ET

CNBC’s Kelly Evans and Brian Sullivan take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more...

06/10/2026

A sudden caregiving need can change everything in a moment.

And when it does, families are often left navigating financial decisions, emotional strain and practical responsibilities all at once.

Join us for a live webinar with Cariloop care coaches and Mariner advisors on how to prepare for caregiving challenges and understand what support may be available.

June 25 | 3 p.m. CT | 4 p.m. ET

Check out our live webinars as we cover the economy, markets, taxes and more. Hear our views on timely topics.

06/09/2026

"We see six-figure tax surprises quite often."

That's Steve Moyer, CFP®️ and Certified Equity Professional at Mariner, in NerdWallet this week, on what happens to employees who walk into an IPO without a plan.

With SpaceX going public this week, the conversation is timely. But Steve's point is that the biggest mistake usually isn't missing the peak stock price. It's going into the event without a strategy.

"Employees who tend to navigate IPOs best are the ones who prepare in advance."

That preparation starts before the IPO details are even known. And it doesn't start with the stock. As Steve told NerdWallet, "It all starts with their plan, their goals, their objectives, what they're trying to accomplish in life."

Read Steve's full perspective in NerdWallet.

Holding equity in a company headed public? Talk to a Mariner advisor before the lockup clock starts.

An IPO can turn employee equity into real wealth. To organize, gather the details, learn trading rules, plan for taxes, choose what to hold and have a financial plan.

06/08/2026

Wealth Management EDGE 2026 is just around the corner!

Three members of the Mariner team will be on stage: Kate Ardini, chief marketing officer, will speak on "View from the Top: How Industry Leading CMOs are Driving Growth" and "Igniting Organic Growth: How Wealth Firms and Advisors Win with Social, Video, and AI."

Kevin Corbett, managing director, corporate development, will participate in the Fireside Chat: "The Power of Perspective."

Michael Kosoff, senior analyst, manager research, will participate in the "Crypto: adapting products and policies for RIA client investing" panel.

Also attending from Mariner will be Amy Boyer, Bob Cole, Lisa Fintress, Greg Hayes and Rachel Vega. If you'll be at EDGE, we hope you'll connect with our team. They’re looking forward to meeting you!

06/05/2026

The wealth management M&A market is moving fast, but the story isn’t just about deal volume.

At RIA Edge Nashville, Kevin Corbett, managing director of corporate development and strategy, shared how the profile of firms exploring partnerships is changing, with younger owners, stronger next-generation talent and larger firms coming to market.

As more firm owners think differently about growth, succession and how to support clients in the long term, the right partnership matters more than ever.

Watch Kevin’s full interview.

The profile of sellers is changing, and so are the opportunities for strategic partnerships in wealth management.