529 College Savings Plans

College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to save for higher education expenses. How Much to Contribute A contribution to a 529 account is considered a gift to the beneficiary. You can gift up to $17,000 to each […]

Continue reading

3 Truths for Volatile Times

Summer 2022 Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress made toward reaching your financial goals. Here are three lessons to keep […]

Continue reading

A Dip Now May Not Mean A Down Year

Stock market slides over a few days or months may lead investors to anticipate a down year. But that fallacy is easily disproven by examining a broad U.S. stock market index, which had positive returns in 17 of the past 20 calendar years, despite notable dips in many of those years. Even in 2020, when […]

Continue reading

The Allure (and Danger) of Cryptocurrency

Interest in cryptocurrencies like Bitcoin, Ethereum, and Dogecoin has only continued to grow in recent years. All this attention has many investors wondering what, if any, place cryptocurrencies have in a diversified portfolio, or are they merely speculative investments?

Continue reading