The Week Ahead
The Week Ahead – August 17, 2026
In this edition of the week ahead, we look at minutes from the Fed and pending home sales along with earnings reports in the coming week.
Resources
Financial Planning
How Can I Put a 529 Plan into Action?
Saving for education can feel like a daunting task, especially as tuition costs continue to rise. Fortunately, 529 plans offer families a flexible, tax-advantaged way to prepare for a wide range of educational expenses. While these accounts were originally designed to help pay for college, recent legislative changes have expanded how the funds can be used, making them an even more versatile financial planning tool. Whether you’re a parent saving for a child, or a grandparent looking to leave a meaningful legacy, understanding how to put a 529 plan into action can help you maximize its benefits.
The Week Ahead
The Week Ahead – August 10, 2026
In this edition of the week ahead, we look at the consumer price index and U.S. retail sales along with earnings reports in the coming week.
The Week Ahead
The Week Ahead – August 3, 2026
In this edition of the week ahead, we look at trade balances and unemployment figures, along with earnings reports in the coming week.
Portfolio Strategy Insights
The Role of Diversification in Uncertain Markets
Periods of market uncertainty can sometimes unnerve even the most experienced investors. Rising inflation, shifting interest-rate policies, geopolitical tensions, and fears of economic slowdown can create heightened volatility across stocks, bonds, and commodities. What’s one of the best approaches to consider for this problem? Diversification.
The Week Ahead
The Week Ahead – July 27
In this edition of the week ahead, we look at new Gross Domestic Product information and decisions from the Fed, along with earnings reports in the coming week.
The Week Ahead
The Week Ahead – August 17, 2026
In this edition of the week ahead, we look at minutes from the Fed and pending home sales along with earnings reports in the coming week.
Financial Planning
How Can I Put a 529 Plan into Action?
Saving for education can feel like a daunting task, especially as tuition costs continue to rise. Fortunately, 529 plans offer families a flexible, tax-advantaged way to prepare for a wide range of educational expenses. While these accounts were originally designed to help pay for college, recent legislative changes have expanded how the funds can be used, making them an even more versatile financial planning tool. Whether you’re a parent saving for a child, or a grandparent looking to leave a meaningful legacy, understanding how to put a 529 plan into action can help you maximize its benefits.
The Week Ahead
The Week Ahead – August 10, 2026
In this edition of the week ahead, we look at the consumer price index and U.S. retail sales along with earnings reports in the coming week.
The Week Ahead
The Week Ahead – August 3, 2026
In this edition of the week ahead, we look at trade balances and unemployment figures, along with earnings reports in the coming week.
Portfolio Strategy Insights
The Role of Diversification in Uncertain Markets
Periods of market uncertainty can sometimes unnerve even the most experienced investors. Rising inflation, shifting interest-rate policies, geopolitical tensions, and fears of economic slowdown can create heightened volatility across stocks, bonds, and commodities. What’s one of the best approaches to consider for this problem? Diversification.
The Week Ahead
The Week Ahead – July 27
In this edition of the week ahead, we look at new Gross Domestic Product information and decisions from the Fed, along with earnings reports in the coming week.
