July 31, 2020
529 Plans vs. Other College Savings Options
Section 529 plans can be a great way to save for college. In many cases, it is the best way for families and individuals to save for a student’s college expenses.
Read MoreJuly 25, 2020
Charles Schwab & TD Ameritrade Update
In 2019 Charles Schwab and TD Ameritrade entered into an agreement for Charles Schwab to acquire TD Ameritrade. The combined company will be the largest custodian service provider for Registered Investment Advisor firms like Navalign, with over $5 Trillion in client assets across 24 million client accounts.
Read MoreJuly 15, 2020
Third Quarter Outlook 2020: A Shockingly Swift Recovery
Despite medical, economic and social turmoil, the market rebounded in the 2nd quarter to the surprise of most investors. The recovery isn’t exactly what it seems; while the largest tech stocks posted gains, many other companies are still down double digits.
Read MoreJuly 10, 2020
Financial Planning for Your Child with Special Needs
As the parent of a child with special needs, you will face many of the same obstacles that other parents face, plus you’ll cope with some unique challenges as well.
Read MoreJuly 8, 2020
The 4 Biggest Money Mistakes to Avoid
We’ve never liked the word “mistake” – it always seems to add guilt to what is otherwise a need to learn a new lesson or correct an error in judgment.
Read MoreJuly 3, 2020
What Expenses Should I Expect to Change in Retirement?
Some costs could rise, fall, or even disappear. Whether your retirement is near or far away, one thing is for certain, your future will differ from your present.
Read MoreJune 18, 2020
Video: The COVID Recovery Expect More Volatility
Stephen: If you want to know what’s going on with the stock market and why it’s recovered so swiftly from the COVID-19 pandemic, then you’re going to want to watch the rest of this video.
Read MoreJune 12, 2020
Bonds Investing 101: A Steady Foundation in a Shifting Market
Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often under-appreciated and underestimated.
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