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What is a 529 College Savings Plan?

529 college savings plan benefits graduate and her parent

Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.

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Quarterly Market Review – First Quarter 2020

Quarterly Market Review - Q1 2020

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2020.

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