The Advisor Blog

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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Man sitting with senior couple with papers on table in their home. Concept of meeting with financial advisor.
Tips to Help Preserve Your Inheritance

According to the Federal Reserve’s Survey of Consumer Finances, taken every three years, slightly more than one in five U.S. households had received an inheritance as of 2022.1

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World globe on green background with spinning lines, icons of people, dollar sign, home. Concept of environmental, social, corporate governance issues and investing.
ESG Investing in the Spotlight

People generally choose an investment with an eye toward adding financial value to their portfolio.

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