What Financial Advisors Need to Know About 529 Plans

Published on January 16, 2026

It’s a brave new world for educational savers — and none too soon. In 2025, lawmakers outdid themselves by expanding ways families can help their children or grandchildren obtain a degree or certificate.

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Compounding Opportunity

January 16, 2026
Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.

From Rebound to Rotation

January 16, 2026
EMs are entering 2026 from a position of renewed strength. A weakening U.S. dollar, improving fundamentals, and broadening country and sector leadership have created a favorable backdrop for investors—and we believe