The Advisor Blog

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ABCs of Financial Aid

It’s hard to talk about college without mentioning financial aid. Yet this pairing isn’t a marriage of love, but one of necessity.

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Social Security COLA Lower for 2025

The 2.5% Social Security cost-of-living adjustment (COLA) for 2025 continues the return to a more typical adjustment after high inflation resulted in big COLAs in 2022 and 2023.

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Financial Safety Nets: Exploring Available Sources of Emergency Funds

In moments of unexpected financial turmoil, having access to emergency funds can be the difference between a minor inconvenience and a major life disruption.

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Indexed Annuities: Potential for Growth with Some Downside Protection

U.S. annuity sales set a new record in 2023, due to investor concern with the potential for market volatility and higher interest rates that allowed insurance companies to offer more appealing withdrawal rates.

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Three Market-Moving Economic Indicators to Watch

Among all of the economic indicators released each month, three reports in particular can move the market: the Employment Situation, gross domestic product, and Personal Income and Outlays.

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