Monthly Market Perspective: April 2023

No Easy Decisions By James M. Walden, CFA Recent banking turmoil has created the need to make some tough decisions. By now, everyone is familiar with the collapse of Silicon Valley Bank (SVB). The bank fell from a classic run-on-the-bank made much worse by management missteps. Like many banks, SVB benefited from a spike in…

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Things 529 Plans Can Be Used for Besides College

A 529 account, also known as a 529 plan, is a tax-advantaged savings plan designed to encourage families to save money for future education expenses. These plans are sponsored by states, state agencies, or educational institutions and are primarily used for qualified expenses related to higher education, such as tuition, fees, room and board, and…

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