The Advisor Blog

Animated picture of house set on background of a city and the house has a chain and lock over it with a man standing next to the house, concept of housing market and lock-in effect.
The Lock-In Effect: Will It Ever Let Go of the Housing Market?

Since 2022, many homeowners have been reluctant to sell and move because they would have to finance their next homes at much higher rates than they pay on their current mortgages.

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Middle-aged woman and her elder mother sitting at kitchen table in home looking through papers and mail together, looking concerned.
Debt After Death: What Happens to Debt When Someone Dies?

Losing a loved one is never easy. In addition to the emotional challenges you may face, you might also be worried about what will happen to their debts once they are gone.

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Middle-aged man in office setting, sitting at his desk working at a computer.
Catch Up for a More Comfortable Retirement

A 2024 survey found that only a third of U.S. workers age 50 and older feel that their savings contributions have them on track to enjoy a comfortable retirement.1

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Social Security cards stacked on top of one another.
Myths and Facts About Social Security

Myth: Social Security will provide most of the income you need in retirement.

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African American man looking down at tablet in background covered with bar graphs and line graphs indicating data and market and investing concept.
ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.

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