The Most Educated Cities in America: 2025

Published on July 14, 2025

WalletHub ranked 150 metro areas on educational quality and attainment.

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Size Matters in the Roth IRA Conversion Decision

July 14, 2025
We suspect that for many of our clients, converting to a Roth will make sense, either today or in the near future. We hope this note and our calculator will encourage many of you to give the conversion decision another look.

Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed

July 14, 2025
Vanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing.