Learning & Insights

Stay ahead of the curve with our latest insights on inflation, interest rates, volatility, and your investments.

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529s—The Smart Way to Save For College!

529 plans (or education savings plans) work similarly to an IRA, but their funds can...

May 2021 Economic Report

By Scott GardnerIn my last economic report, I contrasted the differences between the 2008 and...

3 Rules for New Investors

Most people are afraid of investing because they don’t understand it. They tend to sit...

The Minimum Wage Trap

By Scott GardnerWe are on the precipice of a significant stimulus rollout that has the...

Is Social Security a Ponzi Scheme?

By Scott GardnerOver 40% of Americans under the age of 60 believe that Social Security...

How to Avoid Unnecessary Market Risk

I often read articles and hear people talk about how they will get rich by...