The Advisor Blog

Packing, dad and child with luggage, travel and preparing for holiday with parent, black man and happy. House, kid and helping father with baggage, clothes and family with suitcase for vacation.
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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Capitol Dome superimposed on old and new SSN cards.
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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White House in Washington DC
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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House in front of scenic backdrop with chains crossing over the house and a lock on the chain. Lock-in effect concept. Housing market.
The Lock-In Effect is Easing, But Oh So Slowly

The lock-in effect is a term that economists use to explain why the existing-home market has suffered from a severe lack of inventory in recent years.

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