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More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
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Spring clean your finances
Streamline planning for the future by getting organized.
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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
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

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What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
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Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing

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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.