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The Advisor Blog

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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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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Should I open a joint checking account with my spouse?

The answer depends on several factors. Among them are how you and your spouse feel money should be handled, your respective spending and saving habits, and whether there are any reasons to keep your money separate.

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Mother and young son laying on bed in home on tablet device both smiling together.
Helping Protect Your Child’s Identity in a Digital World

A recent survey estimated that about 10 million children have been victims of identity theft.(1) Children, unlike adults, generally do not have a credit history, which can make them attractive and easy targets.

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