The Advisor Blog

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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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The College Landscape in 2026

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

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Man and woman both holding a dollar bill or money with a split down the middle; concept of sharing finances or combining finances or keeping separate.
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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