The Advisor Blog

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There’s Still Time to Fund an IRA for 2025

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2025.

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New Auto Loan Interest Deduction Explained

With the enactment of the One Big Beautiful Bill Act (OBBBA) in 2025, taxpayers may now benefit from a new annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, because they have similar names and are both government programs that pay for health care.

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Foreign Stocks Outperformed in 2025

Over the 20-year period ending in 2025, the stocks of large and mid-sized U.S. companies — represented by the Russell 1000 Index — produced an impressive average annual return of 10.94%.

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Diverse woman sitting outside with juice and cup of coffee, paying with cashless payment debit card or credit card tap to pay machine.
Cash or Credit? How Consumers Pay Today

A survey of consumer payment preferences found that credit cards are now used for 35% of all payments, a 17 percentage-point increase since 2016.

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