529 College Savings Plan: Over-Funded Edition

20 Takeaways from an Unprecedented Year

What we are watching right now

Your teen’s retirement. Yes, retirement. (audio available)

Oil Assets on a Slippery Slope (audio available)

2020 SECURE Act Changes

Keep Your eye on the Bill

Five things we’re watching

Comments on Recent Market Volatility (audio available)

How is Credit Market’s Health? (audio available)

Is the Fed justified to cut rates? (audio available)

Prepare for volatility and surprises (audio available)

Trade War…Again! Our Thoughts (audio available)

Is the Market Pricing in Perfection?

Happy 10 Year Anniversary Bull Market!