The Advisor Blog

Bitcoin
Does Cryptocurrency Fit in Your Portfolio?

In a September 2021 survey, 16% of U.S. adults said they had invested in, traded, or used cryptocurrency. This compares with just 1% in a 2015 survey that focused on Bitcoin, the oldest broadly available cryptocurrency. (1)

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child at desk with a parent
Teach Your Children Well: Basic Financial Education

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store.

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couple at counter looking at papers
Now Might Be a Good Time for a Roth Conversion

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion,

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credit card like a gas pump
IRS Increases Standard Mileage Rates for Last Half of 2022

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical,

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social security cards
The Health of Social Security: Some Good News and Some Bad News

With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern. (1)

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