The Advisor Blog

business people walking
Sources of Retirement Income: Worker Expectations vs. Retiree Realities

About 90% of retirees say they rely on Social Security, approximately the same as the percentage of workers who expect Social Security

Learn More
stock market
Should You Worry About Market Volatility?

On August 5, 2024, the S&P 500 Index dropped 3% from its previous close, the largest single-day loss in almost two years.

Learn More
African American couple in the kitchen
Empty Nesters Own Outsized Share of Big Homes

Empty-nest baby boomers owned twice as many large homes (with three bedrooms or more) as young families with kids in 2022.

Learn More
cancer ribbon
Cancer Happens: Insurance Can Help Fortify Your Finances

Cancer diagnosis rates are on the rise, especially for younger people under age 55. Meanwhile, U.S. death rates from cancer fell by 33% between 1991 and 2021,

Learn More
laptop with graphs
What’s Your Real Return?

As an investor, you probably track the return on your investments. But it’s likely that you look at the nominal return, which is the percentage increase or decrease

Learn More