The Advisor Blog

House in front of scenic backdrop with chains crossing over the house and a lock on the chain. Lock-in effect concept. Housing market.
The Lock-In Effect is Easing, But Oh So Slowly

The lock-in effect is a term that economists use to explain why the existing-home market has suffered from a severe lack of inventory in recent years.

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Man sitting with senior couple with papers on table in their home. Concept of meeting with financial advisor.
Tips to Help Preserve Your Inheritance

According to the Federal Reserve’s Survey of Consumer Finances, taken every three years, slightly more than one in five U.S. households had received an inheritance as of 2022.1

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World globe on green background with spinning lines, icons of people, dollar sign, home. Concept of environmental, social, corporate governance issues and investing.
ESG Investing in the Spotlight

People generally choose an investment with an eye toward adding financial value to their portfolio.

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African American woman sitting at table in home on laptop computer, sitting with papers and calculator and mobile phone, figuring financials.
Have You Set a Retirement Savings Goal?

It’s difficult to reach a destination unless you know where you’re heading.

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Young couple sitting together on a city rooftop terrace, enjoying coffee and looking at the view.
Buying a Condo? Focus on the Financials

Condominiums, or condos, appeal to home buyers of all ages and life stages, but they are especially attractive to younger families and retirees who want to reap the benefits of homeownership while spending less time and money on upkeep.

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