The Advisor Blog

Decisions, Decisions: Choosing Among Retirement Plan Contribution Types
Decisions, Decisions: Choosing Among Retirement Plan Contribution Types

If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which should you choose?

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Stock market numbers with red and green trending lines on top of chart, graph.
Are Stocks Expensive? Look at P/E Ratios

If you follow the stock market, you have probably come across statements like stocks are expensive or overvalued, or this stock is cheap or undervalued.

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Hispanic looking woman looking down at document at home in front of computer, seems concerned.
Federal Student Loans: How Much Do Borrowers Owe?

Millions of Americans have federal student loans.

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Young Couple Discussing Finances While Sitting on Couch in Living Room.
Investing as a Couple: Getting to Yes

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them.

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Senior couple embracing, smiling, standing against blue background.
How can a living trust help me control my estate?

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.

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