The Advisor Blog

Graphic of large computer screen with global map on it and location points; airplane flying in background; woman looking at map; cargo ship carrying containers on it in front of the computer screen; concept of trade and imported goods.
Online Shopping in the Tariff Era

The de minimis exemption is a long-standing trade policy that has allowed U.S. shoppers to buy goods worth $800 or less directly from online sellers based outside of the United States without having them pass through customs or incur duties.

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Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation

As the year comes to a close, you may be looking for ways to thank the people around you who make your life easier.

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Person holding mobile phone with icons on screen such as hearts and dollar signs with the word DONATE across the screen. Concept of donating or charitable giving.
Strategies for Smarter Giving

With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most.(1)

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Illustration and concept of charitable giving or donating; people holding a heart and coins with dollar symbols and heart on the coins and also holding up gifts.
Record Charitable Giving in 2024

U.S. charities received a record $592.50 billion in 2024, an increase of 6.3% over 2023, driven by a strong stock market and healthy economy.

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Retirement planning at home; diverse couple looking at computer together at their home kitchen table.
Closed-End Funds Could Help Boost Investment Income

Most mutual funds are open ended, which means that the investment company can issue and redeem fund shares to meet investor demand.

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