Investment Perspective: The Oil Factor

Investment Perspective: The Oil Factor

March 2026

Concerned about the Strait of Hormuz and what it could mean for oil prices, the economy, and portfolios? The headlines are hard to ignore—20% of...

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Advisor Spotlight – Miller Financial Group

Advisor Spotlight – Miller Financial Group

March 2026

Going Far Together: Jim Miller & Elizabeth Craddock on Collaboration and Growth Discover why Jim Miller and Elizabeth Craddock chose to elevate...

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Wealthcare Achieves 32% AUM Growth Milestone in 2025

Wealthcare Achieves 32% AUM Growth Milestone in 2025

January 2026

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DPL Podcast – Best of 2025 Part 2 Annuities and the Planning Process

DPL Podcast – Best of 2025 Part 2 Annuities and the Planning Process

January 2026

Wealthcare President & CEO Matt Regan recently joined David Lau, CEO at DPL Financial Partners, on a special Best of 2025 episode of the Advisor...

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Advisor Spotlight – Adam Sommers

Advisor Spotlight – Adam Sommers

January 2026

What does it take to launch a firm built on purpose and choose the right partner to grow it? In this Advisor Spotlight Video, Adam Sommers sits down...

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Congratulations, Matt, for being included in InvestmentNews Hot List

Congratulations, Matt, for being included in InvestmentNews Hot List

November 2025

Wealthcare’s President and CEO, Matt Regan, has been included in the InvestmentNews Hot List for the second year in a row! Matt’s...

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Podcast Spotlight: Matt Regan Talks the Future of Wealth Management

Podcast Spotlight: Matt Regan Talks the Future of Wealth Management

August 2025

Wealthcare President & CEO Matt Regan recently joined David Marcus, Managing Director at New York Private Finance, on the Partnering to Create...

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Q&A: Wealthcare’s CEO on What the Sammons Deal Means for the Future of the RIA

Q&A: Wealthcare’s CEO on What the Sammons Deal Means for the Future of the RIA

August 2025

Inside Wealthcare’s Next Chapter Following our acquisition by Sammons Financial Group, President and CEO Matt Regan sat down with...

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Wealthcare secures new financial partner and surpasses $9 billion AUM in first half of 2025

Wealthcare secures new financial partner and surpasses $9 billion AUM in first half of 2025

August 2025

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FA 2025 RIA Survey and Ranking

FA 2025 RIA Survey and Ranking

July 2025

Wealthcare is honored to be named to FA Magazine’s 2025 America’s Top RIAs list for the 5th year in a row — landing at...

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The Deal is Done! Wealthcare is officially part of the Sammons Financial Group

The Deal is Done! Wealthcare is officially part of the Sammons Financial Group

July 2025

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In the Spotlight: Inflation Surprise, Pause or Fog?

In the Spotlight: Inflation Surprise, Pause or Fog?

June 2025

Yesterday’s CPI report brought a welcome surprise—both headline and core inflation came in below expectations, sparking initial optimism in the...

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Sammons Financial Group Enters into a Definitive Agreement to Acquire Wealthcare Capital Management from NewSpring Holdings

Sammons Financial Group Enters into a Definitive Agreement to Acquire Wealthcare Capital Management from NewSpring Holdings

June 2025

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Wealthcare Welcomes Creekside Financial Group Inc.

Wealthcare Welcomes Creekside Financial Group Inc.

June 2025

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In the Spotlight: Can Tariffs Replace Individual Income Taxes?

In the Spotlight: Can Tariffs Replace Individual Income Taxes?

May 2025

Can we really fund our government without income taxes? We did before Congress passed the 16th Amendment in 1913. Some think a coordinated set of...

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Wealthcare Welcomes Lisa Liu

Wealthcare Welcomes Lisa Liu

April 2025

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Wealthcare Welcomes Mohammed A. Siddiqui

Wealthcare Welcomes Mohammed A. Siddiqui

April 2025

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In The Spotlight: Is This Time Different

In The Spotlight: Is This Time Different

April 2025

Famous last words: “This time is different.” The landscape of investment history is strewn with failed trades based on the belief that...

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In The Spotlight: In Gold We Trust

In The Spotlight: In Gold We Trust

April 2025

When crisis strikes, investors flock to gold. But does it truly deliver as a long-term inflation hedge?   From the 1979 oil crisis to today’s...

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In the Spotlight: The German Phoenix

In the Spotlight: The German Phoenix

March 2025

Last week, breaking from decades of fiscal restraint, Germany’s parliament approved a constitution change to exempt defense and national...

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