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Books and Articles we believe are important

Using A Family Dynasty 529 Plan For Multigenerational College Planning

...individuals who have both the means and desire can ‘overfund’ one or more 529 plan accounts (either by making periodic contributions over many years or by a large lump sum contribution), effectively creating a “Dynasty 529 Plan”, which can be used to pay for qualified education expenses of not only their children and grandchildren (or any number of qualified members in their extended family), but potentially for multiple generations of family members to come...

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Hindsight bias says to abandon your plan. Here’s why you shouldn’t

...No matter the market conditions, there are always messages from the media or the investing community that a market event, such as an extreme drop or increase, was foreseen, perhaps even obvious. If you begin to believe you’ve missed opportunities or you’re at risk for losses, you might attempt to overcorrect by trying to time the markets or weighting your portfolio too heavily in one area...

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