The Advisor Blog

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years, starting with the introduction of traditional IRAs in 1975.

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U.S. Dollar in background and on top is a grid with red arrow trending downward; concept of value of the U.S. dollar.
What Does a Weaker U.S. Dollar Mean for Your Money?

The U.S. Dollar Index — which measures the value of the dollar against the world’s six most traded currencies — took a historic 11% dive in the first six months of 2025, delivering the worst first-half performance since the 1973 oil crisis.

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Artificial Intelligence (AI) robots on blue background with calculator and tax filing form, concept of AI and taxes or AI use for tax purposes.
How AI Is Helping Modernize the IRS

After years of slow audits, taxpayer frustration, and seemingly endless mounds of paperwork, the IRS is now turning to artificial intelligence (AI) to overhaul its technology infrastructure, strengthen compliance, and improve taxpayer services.

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Tax Day circled in red marker on top of calendar on April 15 on the calendar; concept of Tax Day.
Federal Income Tax Returns Due for Most Individuals

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.

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What Do Americans Do with Their Tax Refunds?

More than 100 million taxpayers — representing about 63% of individual returns — received refunds in 2025, with an average refund amount of$3,167.

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