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?

Should You Be Using a Health Savings Account?

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.

Welcome to the age of the finfluencer, a social media influencer who broadcasts their takes on investing and other financial topics.

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.

During ups and downs in the markets, it is helpful to zoom out and view market returns over the longer term.

Pain that investors may be feeling from current volatility reflects markets setting prices such that expected returns are always positive.

When markets feel as shaky as they do now in the United States, it is normal to ask: Is this time different?

Market volatility can be unnerving, even when you have a solid plan backed up by an investment philosophy you believe in.