Articles
2024 The Year Ahead – Q4 2023
A year ago, we had a fairly pessimistic outlook on the economy and capital markets. The prospects and implications of inflation, rising…
Portfolio Review – Q4 2023
Coming into 2023, there wasn’t much to be excited about. The prior year saw dismal returns for both stocks and bonds, stock…
The New 529 Plan Rules
Using 529 plans to save for college education can be low-cost and tax efficient. However, some people have shied away from using…