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In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

In high-net-worth divorces, it’s not enough to simply divide assets equally; what truly matters is the after-tax value and future financial implications of those assets. Many individuals believe they’ve received a fair share when they walk away from settlements, only to later discover they left with an uneven and often disadvantageous portfolio due to overlooked tax consequences.

Learn how a financial advisor in Manassas, VA, can help federal employees optimize FERS, TSP, and retirement income with tax-smart strategies.

Thinking about retiring in Satellite Beach? A local financial advisor can help you maximize Florida’s tax benefits and build a plan for your long-term goals.

Selling a business is a pivotal moment that can stir a range of emotions and bring positive and negative life-changing outcomes. As a business owner, it’s easy to lose sight of your own needs once the process begins.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Learn how government and military personnel in Dover, DE can find fiduciary financial planning tailored to their unique careers and benefits.

Losing a parent is emotionally overwhelming, yet practical responsibilities quickly follow. Managing bills, the family home, and financial decisions can be confusing. Understanding the roles of the executor and successor trustee is essential for handling these matters smoothly and preserving family harmony.

In today’s dynamic workplace, financial wellness has evolved from a perk to a strategic priority. Forward-thinking plan sponsors recognize its power to reduce employee stress, improve productivity, and strengthen retirement outcomes through personalized, accessible, and comprehensive financial well-being programs.

Employees in the sandwich generation face unique financial pressures as they support aging parents and dependent children while saving for retirement. How can 401(k) plan sponsors provide targeted resources, plan features, and benefits to help ease their financial burden?

Building a lasting legacy is a common goal for many families, but transferring wealth across generations can be a daunting task. However, the right approach can help you overcome this challenge.