Chart of the Month – September
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
What Does It Really Take to Thrive into Your 90s?
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.
529 Plans Are More Flexible Than You Think | Financial Perspectives
In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.
Webinar: A Chief Investment Officer’s Journey to Hiring a Financial Advisor
In this webinar, Kent and his wife, Kim, share why they chose to work with Foster Group rather than go it alone, what surprised them in their first planning meeting, and how they're thinking about time, family, and generosity in the years ahead.
What’s New with 529 Plans? More Flexibility Than You Think
Recent changes have made 529s more flexible than ever, giving families additional options for unused funds and qualified education expenses. Read Dan's blog for the details.
Chart of the Month – August
Our August Chart of the Month takes a closer look at how public college costs compare to household income and what this trend could mean for future education planning.
Chart of the Month – September
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
What Does It Really Take to Thrive into Your 90s?
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.
529 Plans Are More Flexible Than You Think | Financial Perspectives
In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.
Webinar: A Chief Investment Officer’s Journey to Hiring a Financial Advisor
In this webinar, Kent and his wife, Kim, share why they chose to work with Foster Group rather than go it alone, what surprised them in their first planning meeting, and how they're thinking about time, family, and generosity in the years ahead.
What’s New with 529 Plans? More Flexibility Than You Think
Recent changes have made 529s more flexible than ever, giving families additional options for unused funds and qualified education expenses. Read Dan's blog for the details.
Chart of the Month – August
Our August Chart of the Month takes a closer look at how public college costs compare to household income and what this trend could mean for future education planning.
What Nvidia Teaches Us About the Power of Diversification
What Nvidia Teaches Us About the Power of Diversification examines Nvidia's remarkable growth and uses its story to illustrate why investors don't need to identify every winning stock in advance. By staying invested in a broadly diversified portfolio, investors can participate in the success of innovative companies as they grow while reducing the risks that come with relying on any single stock.
Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson
Most investors focus on stocks, but the bond market is actually larger, and it can play a critical role in protecting your portfolio when markets get rocky.
Chart of the Month – July
All-time high. Bad time to invest? Not necessarily. In his latest blog, Michael Westphal, CFA, looks at the historical data and explores what past market performance can tell us about investing during periods of all-time highs.