The Advisor Blog

man and son discussing college
How Will I Manage to Send My Child to College?

Being able to send your child to college is near the top of the wish list for most parents. But that diploma doesn’t come cheap.

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Health Insurance and COBRA: Sometimes You Can Take It with You

If you’re like most Americans, you count on your employer for health insurance coverage. But what would happen to your health insurance if you suddenly stopped working or no longer qualified for benefits?

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The ABCs of Finance: Teaching Kids About Money

Teach younger children some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions.

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Keeping Cool: Investment Strategy vs. Reaction

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.(1)

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recession and recovery
The Shape of Economic Recovery

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020

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