Have You Fielded These 529 Questions Yet?

Published on December 22, 2025

Answers to the most pressing college savings questions around 529 plans, such as transferring accounts to grandparents and rollovers to Roth IRAs.

Continue reading on website
Other news

QE Is Back: Which Assets Benefit From the Liquidity Boost?

December 22, 2025
QE is back! On December 10, the Federal Reserve announced its plan to purchase $40 billion in Treasury securities each month for at least four months. Through these purchases, bank reserves will increase, and recent liquidity concerns should lessen.

Bull Cycles

December 22, 2025
The S&P 500 is near all-time highs, leading some to question whether markets are in a bubble. A careful analysis of past bull markets suggests this is not the case. I define a market selloff as a peak-to-trough loss of at least 20% followed by at least a 10% recovery.