4 min Read Sharpen your awareness: 9 ways to prepare for the next recession KEY TAKEAWAYS • Stay calm and keep a long-term perspective. • Maintain a balanced and broadly diversified portfolio. • Balance equity portfolios with a mix of dividend-paying companies [...]
3 min Read 2020 Outlook: Seek balance amid political and economic risk KEY TAKEAWAYS • Investor patience is a virtue in volatile U.S. presidential election years. • International stocks appear attractive on a company-by-company basis. • Consider upgrading bond portfolios as rates stay lower [...]
3 min Read What can a 529 be used for? What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think. Although 529 accounts are often used to pay for children’s college tuition, [...]