Gifts of Education Becoming More Valuable in 2024 By Lee F. Hediger

Options for 401(k) Plans When You Change Jobs By By Jessica Pendergraft, CFP®*

Saving for Children’s College and Private School Education with 529 Plans By Brendan T. Hayes

Tax-Efficient Benefits of 529 Savings Plans Get Even Better in 2024 By Brendan T. Hayes

Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®

2023 Market Outlook by Joseph Karl, CFA®

UPDATED Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC

UPDATED The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®

Women Increasingly Stepping into Roles as Investors, Family CFOs By Jessica Pendergraft, CFP®*