All viewpoints
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What you can—and can't—pay for with your 529 college savings plan account
One of the key benefits of a 529 college savings plan is that all distributions used to pay for qualified education expenses are federal tax free.1 Have questions about what is and isn’t a qualified education expense? You’re not alone. Here’s a basic primer on common expenses.
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When value stocks lag, multifactor diversification can help
Value stocks have underperformed. A multifactor approach may make it easier for investors to stick with their long-term plan.
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A closer look at Morningstar's new core and core plus categories
Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Watch this video to learn more about the implications for investors.
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Investing in fintech innovation
Learn about the disruption and innovation at the intersection of finance and technology—and why now is the right time for investing in fintech.
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Converting volatility into opportunity
Focusing on high-quality growth companies is one way to take advantage of emotionally driven, short-term price dislocations—helping investors make the best of periods of rising volatility.
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8 ways to help minimize college costs
The cost of a college education is a big concern of parents and students alike. But there are many ways you can reduce the costs., including the 8 described here.
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Probability of an interest-rate cut rises, but it’s unlikely to be in July
The latest Fed meeting offered hints about the future trajectory of rates, and we're standing by our view that the next change made will be a stimulative cut—it just may not happen as soon as some investors might hope. Read our complete analysis.
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Building a better 401(k) plan investment lineup
See our six considerations to reduce plan sponsor fiduciary risk, raise participant retirement readiness, and build a better 401(k) plan investment lineup.
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Why China's rising tide isn't lifting emerging-market boats
China’s latest stimulus appears to be a stabilizing force for the nation’s economy amid rising trade tensions, but it may not do much to lift other emerging markets or the global economy.
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Why blending active and passive strategies is right for investors
Active/passive isn't an either/or. Learn how investors can benefit by combining both approaches in the same portfolio.
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