As the economic and capital markets landscape continues to rapidly shift and evolve, the most common questions we receive from clients has changed in kind. In early March, our clients were looking for reassurance they were going to be OK. As the initial feelings of panic have subsided, we are frequently asked “how can the stock market be rising so quickly when the economic news seems so bad?” The simple answer is that markets are forward-looking, pricing in expectations. Our friends and partners at Dimensional Fund Advisors explained exactly how this works in a way only they can. Please follow the link below to learn how, at times, stocks and the economy diverge.
529 Savings Accounts: What Are They and What’s Changed?
It’s no secret the cost of a university degree has shot up in recent decades. According to Georgetown University’s 2023 report, the average cost of tuition, fees and room-and-board increased
Scott Humphrey
March 18, 2025
