May 25 2018

When the Tax Cuts and Jobs Act (TCJA) was signed into law, a subtle, but significant change occurred in the realm of education planning.  While most of the news about TCJA was about corporate and personal income tax cuts, there was a provision related to Section 529 Plans.

Read more »
April 12 2018

Last quarter the markets were volatile and negative. There were several reasons behind these swings. Our chief investment officer provides insight on key points, which contributed to the market’s volatility.

Read more »