Investing basics
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Navigating the new normal
Working from home takes work—but it doesn't have to be a chore. Read our tips for working from home in the current environment and for making the most of virtual meetings.
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A SECURE way to pay down student loans
The SECURE Act now allows 529 college savings plan account holders to withdraw up to $10,000 tax free for payments toward the qualified education loans of the account’s beneficiary and siblings. The Act also allows students who are pursuing an apprenticeship to use 529 plan distributions tax free.
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What are separately managed accounts?
Separately managed accounts recently hit an important milestone: $1 trillion in assets. We take a closer look at this long-established investment vehicle, what's behind the recent surge in popularity, and how they differ from mutual funds and ETFs.
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Academic planning: how to help your child graduate in 4 years
When saving for their child’s future in a 529 college savings plan or other account, most parents plan on a typical undergraduate education of four years. However, less than half of all freshman graduate in that time. So how can you help ensure that your child will graduate—and do it in four years?
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Using a 529 plan as an estate planning tool
A 529 college savings plan isn’t just a good investment for your beneficiary’s future, it can also be used as an estate planning tool for you.
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Are certificates of deposit (CDs) the best place to park cash?
At first glance, CDs may look attractive to savers. Yet as the Fed cuts interest rates, yields are falling further. Other options—including short-term bond funds—may offer a more attractive way to put cash to work.
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3 reasons why it’s smart to gift to a 529 college savings plan
Looking for the right gift for somebody special? Consider giving to a loved one's 529 college savings plan. In addition to helping someone you care about reach their educational goals, there are benefits for you too.
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Looking for scholarships? 4 tips to help your search
Your child doesn’t have to be an elite athlete or class valedictorian to earn a college scholarship. There are millions of opportunities available. Here are four tips to help you and your child navigate the process.
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Understanding financial aid for college
Do you think you make too much money for your child to receive financial aid? You probably don’t. Over 60% of families earning more than $100,000 a year received financial aid.
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What is inflation and why does it matter to investors?
Inflation is the rise in prices of products and services that people use every day. When the cost of basic items goes up, individuals simply can’t buy as much as they could before. Here’s what you need to know about this closely watched economic indicator.
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