Optimizing Late-Start 529 Plans: Tactical Strategies for Advisors

Published on April 9, 2026

Learn how advisors can optimize late-start 529 plans using superfunding, SECURE 2.0 Roth rollovers, and multi-scenario modeling.

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The S&P 500, Dow and Nasdaq Since 2000 Highs as of March 2026

April 9, 2026
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the March 2026 close.

The Four Bad Bears: A Century of Market Recovery

April 9, 2026
While every market downturn is unique, history offers a crucial lens for understanding recovery. This chart series provides a comprehensive overlay of the Four Bad Bears in U.S. history since the 1929 peak, comparing their recovery paths through the S&P 500's close on March 31, 2026.