The Advisor Blog

Older employee working with younger employee in office setting.
Phased Retirement Can Help Smooth the Transition

Two-thirds of Gen X and 56% of millennials would prefer to gradually decrease their hours or work a more flexible schedule as they transition to retirement.

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Barge with shipping containers; concept of trade and import and goods.
Tariffs Helped Drive Decline in Trade Deficit

The U.S. trade deficit in goods — the target of tariffs — increased by about 2% in 2025.

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Percentage sign lit up on black floor surrounded by other percentage signs that are black. Concept of interest rates.
Student Loan Interest Rates Rise Slightly for 2026-2027

Every May, interest rates on federal student loans are recalculated for the upcoming school year.

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Three generations, mom with child and with elder mother in home sitting together; concept of taking care of both child and parent.
The Sandwich Generation: Juggling Family Responsibilities

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents.

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Family with young child climbing mountain and backpacking; concept of travel.
Travel Tips for Globetrotters

About 76% of Americans surveyed by Pew Research Center said they have traveled outside of the United States at least once; 50% have visited one to four countries, while 26% have been to five or more.

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