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CLOSING OUT OUR EQUITIES OVERWEIGHT

CLOSING OUT OUR EQUITIES OVERWEIGHT

Stocks have had a nice run, but at higher prices, the bar for further gains gets higher. We have recently made the case in this publication that there are a lot of reasons to expect the market to go higher between now and year end. But with stocks at higher...
The Joys and Financial Challenges of Parenthood

The Joys and Financial Challenges of Parenthood

Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread...
Unused 529 Plan Funds: 5 Spending Options to Consider

Unused 529 Plan Funds: 5 Spending Options to Consider

529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to discontinue their education....
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