The Advisor Blog

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Cost Is a Key Factor in College Selection

With college tuition rising every year, it’s not surprising that cost is one of the most important factors for families when choosing a college.

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Staycations Are About More Than Saving Money

In March 2025, 61% of respondents to a travel-related survey expressed concern that a recession might impact their vacation plans. The same percentage were planning a staycation instead.1

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Social Security and Medicare 2025 Trustees Reports: It’s Time to Address Funding Concerns

Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress that track the programs’ current financial condition and projected financial outlook.

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Tax and Spending Bill Signed into Law

President Trump signed into law the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, after months of deliberation in the House and Senate.

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Young man using notebook for online shopping at home.
Surprises May Be in Store for Online Shoppers in the Tariff Era

On April 2, 2025, President Trump issued an executive order eliminating the de minimis exemption for low-value imports from China, which previously allowed U.S. consumers to buy goods worth up to $800 directly from online marketplaces based outside of the United States without paying duties.

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