The Advisor Blog

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price.

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Young child walking on wooden bridge holding an American flag; concept of America's youth.
530A Trump Accounts Officially Open

Amid the July 4th fanfare, a new tax-advantaged investment account officially launched: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Digital background with tiles or chips stacked on top of each other and the letters AI on top of them; concept of AI or artificial intelligence and data; data centers.
Will Capex Pave the Way to an AI-Powered Future?

Data centers are home to millions of servers running 24/7 to process artificial intelligence (AI) applications.

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Woman in home kitchen looking at receipt of grocery bill with groceries on the counter.
The Fed’s Inflation Measure

While the media typically cites the consumer price index (CPI) as a measure of “headline inflation,” the Federal Reserve prefers the personal consumption expenditures (PCE) price index.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 (OBBBA) made the tax advantages of founding and investing in certain types of small businesses even more generous.

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