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Putting your digital life in order
How to include online services, important documents and digital family mementos in your estate plan
Technology & Innovation
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
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How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology & Innovation
Investing in artificial intelligence
Considering the potential benefits and risks of the latest tech revolution.
Technology & Innovation
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
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Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
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Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
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Scam alert: Learn to spot and stop common fraud tactics
These 10 common scams catch people off guard. Here’s how to stay ahead of them.
Technology & Innovation
Infographic: Outsmart the scams
10/17/2025
Stay vigilant against online fraudsters with these common scams and best practices to avoid them.
Technology & Innovation
From zero to 1: How quantum computing is harnessing the power in-between binary
The power of quantum computing lies in its capacity – and its potential is not just a game-changer, but a world-changer.
Technology & Innovation
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation

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2026 Forbes Best-in-State Wealth Management Teams


The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. RIA firms do not pay a fee in exchange for this award/rating. Compensation provided for using the rating. Ismert-Barger Wealth Advisors is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.