--- title: Ulrich Insights | Ulrich Investment Consultants --- [![Ulrich Investment Consultants](https://insights.ulrichcg.com/hubfs/Ulrich-Logo-Navy.png) Ulrich Investment Consultants](https://www.ulrichcg.com/) [Ulrich Insights](https://insights.ulrichcg.com/) Perspective & Commentary # Ulrich Insights Perspectives on investing, stewardship, and the decisions that shape long-term outcomes. 28 Published Perspectives Explore by topic [All](https://insights.ulrichcg.com/) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) [Tribal](https://insights.ulrichcg.com/tag/tribal) ## Latest Perspective [![Switchback staircase succession](https://insights.ulrichcg.com/hubfs/Succession%20article%20hero.jpg)](https://insights.ulrichcg.com/a-retirement-date-is-not-a-succession-plan) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [A Retirement Date Is Not a Succession Plan](https://insights.ulrichcg.com/a-retirement-date-is-not-a-succession-plan) By [John P. Ulrich, CFP®, President & CEO](https://insights.ulrichcg.com/author/john-p-ulrich-cfp) • October 13, 2026 [Read the full perspective](https://insights.ulrichcg.com/a-retirement-date-is-not-a-succession-plan) ## More Insights [![Carousel painted horse](https://insights.ulrichcg.com/hubfs/Carousel%20painted%20horse.jpg)](https://insights.ulrichcg.com/what-goes-up-must-come-down-q3-2026-market-commentary) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [What Goes Up, Must Come Down? – Q3 2026 Market Commentary](https://insights.ulrichcg.com/what-goes-up-must-come-down-q3-2026-market-commentary) By Whitney E. Solcher, CFA, Partner, Senior Advisor & Chief Investment Officer • October 5, 2026 [Read more](https://insights.ulrichcg.com/what-goes-up-must-come-down-q3-2026-market-commentary) [![Stack of documents](https://insights.ulrichcg.com/hubfs/Every%20Account%20Can%20Look%20Right%20While%20the%20Family%20Portfolio%20Is%20Wrong.jpg)](https://insights.ulrichcg.com/every-account-can-look-right-while-the-family-portfolio-is-wrong) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [Every Account Can Look Right While the Family Portfolio Is Wrong](https://insights.ulrichcg.com/every-account-can-look-right-while-the-family-portfolio-is-wrong) By Whitney E. Solcher, CFA, Partner, Senior Advisor & Chief Investment Officer • September 17, 2026 [Read more](https://insights.ulrichcg.com/every-account-can-look-right-while-the-family-portfolio-is-wrong) [![Assessing a new advisor meeting](https://insights.ulrichcg.com/hubfs/Assessing%20a%20new%20advisor%20meeting.jpg)](https://insights.ulrichcg.com/your-longtime-financial-advisor-is-retiring-what-should-you-look-for-in-the-next-one) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [Your Longtime Financial Advisor Is Retiring. What Should You Look for in the Next One?](https://insights.ulrichcg.com/your-longtime-financial-advisor-is-retiring-what-should-you-look-for-in-the-next-one) By Evan W. Gerald, CFP®, Partner, Chief Compliance Officer, Senior Advisor • September 2, 2026 [Read more](https://insights.ulrichcg.com/your-longtime-financial-advisor-is-retiring-what-should-you-look-for-in-the-next-one) [![complex architecture](https://insights.ulrichcg.com/hubfs/Alternative%20Investments%20hero-1.jpg)](https://insights.ulrichcg.com/a-good-alternative-investment-can-still-be-wrong-for-your-portfolio) [Wealth Management](https://insights.ulrichcg.com/tag/wealth-management) ## [A Good Alternative Investment Can Still Be Wrong for Your Portfolio](https://insights.ulrichcg.com/a-good-alternative-investment-can-still-be-wrong-for-your-portfolio) By Matt J. Ulrich, CFA, Partner, Director of Investment Research • August 18, 2026 [Read more](https://insights.ulrichcg.com/a-good-alternative-investment-can-still-be-wrong-for-your-portfolio) Page 1 of 5 [Older posts →](https://insights.ulrichcg.com/page/2) ![Ulrich Investment Consultants](https://insights.ulrichcg.com/hubfs/Ulrich-Logo-Navy.png) Ulrich Investment Consultants Thoughtful perspectives from the Ulrich Investment Consultants team. [Visit ulrichcg.com](https://www.ulrichcg.com/) We take protecting your data and privacy very seriously. As of January 1, 2020 the [California Consumer Privacy Act (CCPA)](https://oag.ca.gov/privacy/ccpa) suggests the following link as an extra measure to safeguard your data: [Do not sell my personal information](https://www.ulrichcg.com/donotsellmypersonalinformation). [Privacy Request Form](https://www.ulrichcg.com/donotsellmypersonalinformation) [View All Disclosures](https://www.ulrichcg.com/disclosures) © 2026 Ulrich Investment Consultants. All rights reserved. [ulrichcg.com](https://www.ulrichcg.com/)