Quick Take: What to Do With a 529 Balance
After all the saving and planning you have done, what should you do if there is still money left over in your child’s 529 plan?
Historically, value stocks have outperformed growth stocks in the United States, though recently that hasn’t been the case. While disappointing periods emerge from time to time, the principle that lower relative prices lead to higher expected returns remains the same.
Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.
This post was prepared and first distributed by Dimensional Fund Advisors.
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After all the saving and planning you have done, what should you do if there is still money left over in your child’s 529 plan?
A Health Savings Account allows you to set aside pre-tax money to pay for qualified medical expenses like doctor visits or prescriptions.
Against the backdrop of heightened political uncertainty and lower consumer sentiment, investors may have concerns about a recession.
An enduring investment philosophy with investment discipline can increase the odds of having a positive financial experience.