529 Plan Defaults are Deficient
January 15, 2019  | By Kevin Smith, CFA

College funds are designed to be simple so the largest number of people will use them. Signing up is easy. Linking your bank account is easy. Accessing accounts online is easy. Now investing is easy… maybe too easy. Choosing investments…Read More

2018 Year-End Trading
January 15, 2019  | By Kevin Smith, CFA

The stock market brought us gifts just in time for Christmas. The chart above show the % declines from all-time highs over the past five years for the S&P 500. Christmas Eve just happened to be the most significant pull…Read More