The Advisor Blog

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AI Expectations Underpin the Economic Outlook for 2026

At their December meeting, Federal Reserve officials estimated that the U.S. economy grew 1.7% in 2025, a year plagued by uncertainty around costly new tariffs.

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Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Keeping Cool in Volatile Markets

On April 2, 2025, President Trump announced sweeping tariffs that were larger and different in structure than expected.

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A Pension Freeze Can Reduce Retirement Income

Employer-sponsored pension plans are intended to provide a specific amount of retirement income to employees.

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Variable Annuities: Strategies to Help Counter Retirement Risks

You might have the foresight and enough excess income to take full advantage of the tax breaks associated with IRAs, employer-sponsored retirement plans, and health savings accounts.

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