The Advisor Blog

Senior man in wheel chair sitting outside with female nurse or care giver. Concept of health care, insurance, or elder care.
Should You Buy Long-Term Care Insurance?

The longer you live, the greater the chances you’ll need some form of long-term care.

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Peer-to-Peer Payments Are Popular, but Be Careful

Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses.

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Adult black man sitting at desk in home or office staring at desktop computer screen with plant in the background.
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.

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Family business.
How can I keep my business in the family?

There are several ways to keep your business in the family.

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Bright percentage rate in a group of black percentage signs on a black surface. Concept of upward trend in rates.
Interest Rates on Federal Student Loans Drop Slightly for 2025-2026

Every May, interest rates on federal student loans are reset for the upcoming school year.

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