How Family and Friends Can Supercharge a 529 Plan

Published on March 31, 2026

Leveraging 529 plans and community support can significantly boost college savings. These plans offer potential tax benefits and flexibility. Our Bill Cass explains that involvement from family and friends can provide additional resources and motivation.

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Volatility Rising. Stay With the Plan.

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A Brief History of Volatility and Recovery

March 31, 2026
Emerging-market (EM) equities have been hit hard since the Iran war began, as investors worry about fallout from the conflict. Yet, history suggests that periods of heightened market stress—when volatility is elevated and uncertainty is still being priced—have created favorable entry points for EM investors in the past.