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What is a 529 College Savings Plan?
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.
The Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Quarterly Market Review – First Quarter 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.
Data check: Do downturns lead to down years?
Curious if downturns lead to down years? Let’s see what the data says. Read on as we take a look at recent historical trends.
Monday Morning Motivation – Living
What does the way you are living your life say about what is in your heart?
Faith Over Fear – Growth in These Challenging Times
In this brief video, we share our perspective. It’s not different this time. In spite of the discomfort that we’re all feeling, we are also growing as individuals.