The Advisor Blog

Young African-American couple standing in new home, smiling, holding set of keys.
Locked Out? How to Break Into Today’s Housing Market

For many young people today, the prospect of buying a home can seem out of reach. High prices, elevated interest rates, and limited inventory all make the current housing market a challenging one.

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Young African-American girl working at dessert or ice cream shop. Concept of teen at summer job.
It’s Tough Out There: The Summer Job Market for Teens

Historically, finding a summer job was a rite of passage for American teens. However, over the past 25 years, the summer employment picture has changed dramatically for those ages 16 to 19.

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Young woman worker staring at papers with charts on them sitting at desk in office with computer screens showing market performance and charts as well.
What Is Value Investing?

During the period before and after World War II, financial analyst and Columbia University professor Benjamin Graham published two books, Security Analysis (1934) and The Intelligent Investor (1949), that defined an approach to the stock market that became known as value investing.

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Two workers at small business shop working together on tablet.
Bill Seeks to Fix Roth Rollover Glitch

In late 2025, lawmakers in both the House and Senate reintroduced legislation to help ensure that retirement plan participants with low balances don’t lose track of their savings during a job change.

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U.S. Department of Labor Proposes Rule for Alternative Assets in 401(k) Plans

The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whether to include investments that hold alternative assets in their 401(k) plans.

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