Opening up a 529 Plan is the best way to save for education expenses. In addition to providing a great means by which one can save for the ever-increasing costs of education, there are current and future tax benefits to enjoy.
Jimmy Pickert, CFA®, CFP®, CRPS®
Recent Posts
What You Need to Know About the 2- and 10-year Spread
If you are a regular consumer of financial media, or if you get your pulse on the market from our monthly Investor Insights newsletter, you have probably seen mention of an indicator called the 2- and 10-year spread. The spread has been a recurring t...
November 2017 marked the ten-year anniversary of the beginning of the bear market associated with the Great Financial Crisis (GFC). Since the end of that bear market in March 2009, investors have more or less had an enjoyable and profitable ride in t...
2018 has already surpassed 2017 when it comes to volatility in the stock market. Last year’s market was about as exciting as the Olympic qualifier for Curling, and this year is feeling more like an Alpine Ski Race at breakneck speeds. Now that invest...
There’s a good chance that you’ve heard of Bitcoin before. In fact, lately, there’s a good chance you can’t avoid hearing about it. As its price has skyrocketed over 1,000 percent in 2017, with much of those gains in just the past few months, Bitcoin...
What You Need to Understand About Risk Tolerance and Time Horizon
When deciding how to invest your money, the most important question is, “How much risk should I take?” Your answer can mean the difference between meeting your goals—for example, retiring when and how you want—and falling short of them. Unfortunately...
As you plan your strategy for creating portfolio distributions during retirements, there are a number of different factors you should consider. These include your budget, expenses, and sources of retirement income other than your investment portfolio...
As a dentist, you’ve worked hard to get ahead in your career by mastering your education and profession. But your success shouldn’t stop short of your financial plans. When building a prosperous life, you must also employ the best investment strategi...
As the old adage goes, “You get what you pay for.” In many respects, the same holds true for the investment industry. Understanding how fees work can seem daunting and the investment industry can appear complicated which is intimidating for many inve...
So, you’re a dentist making a decent salary, but you just can’t seem to get ahead in your financial standing. Sound familiar?