For most investors at or nearing retirement, bonds have long been a place where you can go to get a secure and predictable stream of income. That experience that many have gone through since the 1980s is now being questioned as to whether it will continue for the years to come. The bond market through the first 3 quarters of 2022 has been historically bad and some would say doesn’t seem to offer much hope for the “bond-like” returns that we’ve grown accustomed to.
Read MoreWhenever markets start to face some head winds, one of the most common questions to come thereafter becomes, “what to invest in during a recession?”. The easy answer is that there are no recession proof investments out there. The more realistic answer is that not all recessions are built the same way. Some recessions are due to pandemics, while others can be due to rising interest rates, a faulty housing dynamic, over extended stock markets, or a number of things.
Read More529 plans grow in popularity due to the importance of children attending college to increase their professional prospects, all while the total expense of attending college has increased at a rapid rate.
Read MoreFinancial aid is utilized by about two-thirds of full-time students each year through the forms of grants and scholarships, and yet only 75% of families actually fill out the necessary FAFSA (Free Application for Federal Student Aid) forms to garner that money.
Read MoreCOVID-19 discriminates against no business, colleges included. Colleges have been put in a tough place financially and now are scrambling to figure out how to stay afloat in the wake of the pandemic.
Read MoreAs advisors who specialize in college funding we’re often asked by the parent’s on when should they start funding for college or if what they have put away already sets them up well for their kid’s future.
Read MoreThe reality of it is that upper-middle-class areas like ours in Nocatee, FL – and surrounding areas – are put into a hard situation when it comes to getting accepted into colleges of their choice.
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