The Advisor Blog

Bar graph on background with stock market numbers behind it; concept of stock market fluctuations and investments.
Fine-Tuning with Sector Funds

As its name suggests, the S&P 500 Index contains about 500 stocks.

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Golf ball sitting on golf course with the golf pin on the green in the distance behind it.
Golf Is Back, but Good Luck Getting a Tee Time

Interest in the game was waning before the pandemic, until the focus on safer outdoor activities led 3.0 million new golfers to take up the sport in 2020, followed by 3.2 million in 2021.

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Stylish elegant young women walking in street with shopping bags.
State and Local Sales Tax Across the Map

Among the 46 states (and the District of Columbia) with a state and/or local sales tax, the combined state and average local sales tax rates range from about 1.8% to 10.2%.

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Man and woman in front of computer, looking at papers in home.
Social Security Wage Base for 2025 Is Highest Yet

The Social Security wage base (also called the “contribution and benefit base” or the “taxable maximum”) is the amount of earnings subject to Social Security tax in a given year.

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Young black couple moving into a new house and unpacking boxes.
How Much Can You Afford?

An old rule of thumb said that you could afford to buy a house that cost between one and a half and two and a half times your annual salary.

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