The Advisor Blog

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Interest Rates on Federal Student Loans Drop Slightly for 2025-2026

Every May, interest rates on federal student loans are reset for the upcoming school year.

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Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.(1)

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Moody’s Downgraded U.S. Debt: Does It Matter?

On Friday, May 16, 2025, Moody’s Ratings downgraded its rating on U.S. government long-term debt from its highest rating of Aaa to the next highest rating of Aa1.

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Fine-Tuning with Sector Funds

As its name suggests, the S&P 500 Index contains about 500 stocks.

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Golf Is Back, but Good Luck Getting a Tee Time

Interest in the game was waning before the pandemic, until the focus on safer outdoor activities led 3.0 million new golfers to take up the sport in 2020, followed by 3.2 million in 2021.

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