The Advisor Blog

investments
Eight Great Investing Quotes

Investing can be daunting, whether you are experienced or a beginner. Even if you feel confident about your investing strategy, it can be easy to lose focus or make decisions based on emotion.

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father moving daughter to college
How the Typical American Family Pays for College

The typical family uses a combination of income, savings, grant aid, and loans to pay for college.

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couple at a house
Real Estate Commission Changes Around the Corner

In March 2024, the National Association of Realtors (NAR) reached a landmark $418 million settlement after losing an antitrust lawsuit filed by a group of home sellers.

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stethoscope and prescription bottle
2025 Key Numbers for Health Savings Accounts

The IRS recently released the 2025 contribution limits for health savings accounts (HSAs), as well as the 2025 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).

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couple looking at paperwork
Insurance Gaps May Pose Risks for High-Net-Worth Households

Serious accidents don’t happen very often, but when they do, the impact can be devastating.

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