Updates

Planning to reinvest those pesky required withdrawals from your individual retirement account or 401(k) plan because you don’t need the money? Under the Secure Act, a bill pending in Congress right now that aims to improve the nation’s retirement savings, you’d have to start taking withdrawals from your IRA (and most other retirement accounts) at … more »

The stock market’s volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies’ generally stronger performance in recent years. But the biggest surprise so far this year is mid-cap growth funds. This year through Tuesday, the mid-cap growth category is up an average of 18.2%, making … more »

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 »