The Advisor Blog

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U.S. Department of Labor Proposes Rule for Alternative Assets in 401(k) Plans

The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whether to include investments that hold alternative assets in their 401(k) plans.

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529 College Savings Plans

529 savings plans are tax-advantaged education savings vehicles and one of the most common ways to save for college today.

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REITs Offer Income and Diversification

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.

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Why Many Paper Millionaires Don’t Feel Rich

According to an analysis of Census Bureau survey data, more than 24 million U.S. households — or one in five — reported having at least $1 million worth of assets in 2023.

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Young girl volunteering on beach with bag filled with recycled items or garbage and blue volunteer shirt on; concept of volunteering and giving your time.
Voluntourism: Getting Away and Giving Back

Is your idea of a perfect vacation spending time alone on a beach with a good book? Or would you prefer a more active experience where you are part of a group, challenging yourself, and using your talents and skills to help others?

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