10 Best 529 Plans for 2026 and Beyond

Published on April 14, 2026

Saving for education can feel like a race against rising tuition costs, but 529 college savings plans offer families a powerful way to stay ahead.

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Money Growth and Oil Renew Inflation Risks

April 14, 2026
The market remains remarkably resilient, but I have expressed a more cautious outlook in the near term as rising oil prices and a renewed pickup in money growth complicate the inflation outlook.

Tax-Loss Harvesting with Bonds vs. Stocks: Different Rules, Same Goal

April 14, 2026
Tax management is about more than just deferring taxes to reduce this year’s bite. It’s also about managing where and how taxes show up over time. For high-net-worth investors with diversified portfolios, permanently reducing taxes versus deferring them may bolster long-term after-tax wealth. Many investors overlook a potent tax reduction tool: bonds.