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Updates

Overlooked fund category is dominating 2019

Jun 3rd, 2019
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 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 »

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