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Funding long-term care with an irrevocable life insurance trust
How this strategy can help you avoid unnecessary taxation and create generational wealth.
Retirement & Longevity
Five year-end tax tips for businesses
Improve your bottom line with these tax mitigation strategies.
Business Ownership
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Values-based investing for the faithful
Faith-based investing has ancient roots and many modern, well-researched options.
Markets & Investing
Social Security increases benefits by 2.8% for 2026
The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
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Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
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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
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
9 key questions for an effective family business transition
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Business Ownership

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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.