The Advisor Blog

data breach
After a Massive Breach, Is Your Data in Danger?

National Public Data, a consumer data broker, confirmed last week that a hacker had targeted the company in December 2023, “with potential leaks of certain data in April 2024 and summer 2024.” (1)

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meeting
If You Don’t Have a Will Yet, Why Not?

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling your estate,

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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

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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.

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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.

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