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Updates

Direct-Sold 529 Plans Coming to Advisor Market: Morningstar

May 29th, 2019
Direct-sold 529 plans are increasingly accessible to advisors as they shift from commission to fee-based compensation, according to a Morningstar study released Wednesday. “Direct-sold plans recognize that the market is shifting and so they want to provide some of that customization and flexibility that was previously limited to advisor-sold plans,” said Madeline Hume, analyst with … more »

How the Indy 500 is Like Investing

May 23rd, 2019
Ed Snyder, CFP®, ChFC The Greatest Spectacle in Racing, the Indianapolis 500, returns to the Indianapolis Motor Speedway (IMS) this weekend for its 103rd running. I’m a big fan of the race, the history of the race and the track itself. Just as I’m a student of the history of the track, I’m also a … more »

Here’s what to do if US-China trade war ignites layoffs

May 23rd, 2019
The best time to prepare for being let go is while you’re still punching in at work. While employment overall has been rosy — the unemployment rate went down 20 basis points to 3.6% in April, according to the U.S. Bureau of Labor Statistics — signs of job cuts are emerging. Last month, U.S.-based businesses … more »

The One Word Whispered To Every College Grad Who Seeks To Make A Fortune

May 17th, 2019
When Mr. McGuire hustled Dustin Hoffman’s Benjamin away from the noisy party crowd, he only had one word for the newly minted college graduate: “Plastics.” While that single utterance from the movie The Graduate ranks high in the American Film Institute’s list of top 100 movie quotations (even higher than the film’s seminal “Mrs. Robinson, … more »

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