Use a 529 Plan as a Bonus Retirement Account
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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Use a 529 Plan as a Bonus Retirement Account
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Key ESG Trends to Watch in 2022
State Street Global’s latest report on ESG shows some major shifts in ESG investor thinking and reinforces some already commonplace beliefs.
Key ESG Trends to Watch in 2022
State Street Global’s latest report on ESG shows some major shifts in ESG investor thinking and reinforces some already commonplace beliefs.
Go "Short" With Your Bonds
Bonds aren’t always the safest asset class. With the Fed raising rates, duration risk is now on the table for fixed income investors.
Go "Short" With Your Bonds
Bonds aren’t always the safest asset class. With the Fed raising rates, duration risk is now on the table for fixed income investors.
State Street Flexes Its ESG Proxy Muscle
The firm’s latest moves involve flexing its huge asset base and using its proxy voting ability to make changes on the ESG front.
State Street Flexes Its ESG Proxy Muscle
The firm’s latest moves involve flexing its huge asset base and using its proxy voting ability to make changes on the ESG front.
Private Credit Funds Could Provide Lost Yield
Once an asset class reserved for institutional and high-net-worth individuals, private credit options are now available to the average Joe
Private Credit Funds Could Provide Lost Yield
Once an asset class reserved for institutional and high-net-worth individuals, private credit options are now available to the average Joe
Don't Forget the "S" in ESG
For investors, ignoring the "S" in ESG could even be causing their portfolios some harm.
Don't Forget the "S" in ESG
For investors, ignoring the "S" in ESG could even be causing their portfolios some harm.
Gold Can Be an ESG Investment
The gold industry is increasingly trying to shed its past image and become more ESG friendly.
Gold Can Be an ESG Investment
The gold industry is increasingly trying to shed its past image and become more ESG friendly.
ESG & Real Estate Go Hand in Hand
A plethora of new mutual funds, exchange-traded funds (ETFs) and other investment vehicles now exist to unlock the potential of socially responsible investing (SRI)
ESG & Real Estate Go Hand in Hand
A plethora of new mutual funds, exchange-traded funds (ETFs) and other investment vehicles now exist to unlock the potential of socially responsible investing (SRI)
Can ESG Reduce the Risks in Emerging Markets?
With investment managers now turning their ESG attention toward the developing world, investors may finally be able to invest with confidence in high-risk stocks.
Can ESG Reduce the Risks in Emerging Markets?
With investment managers now turning their ESG attention toward the developing world, investors may finally be able to invest with confidence in high-risk stocks.
Can ESG & Crypto Coexist?
Can ESG and crypto coexist in the same portfolio? Or do investors need to choose one of the trends and potentially miss out on the other?
Can ESG & Crypto Coexist?
Can ESG and crypto coexist in the same portfolio? Or do investors need to choose one of the trends and potentially miss out on the other?
Despite Volatility, Munis Are Still a Good Deal
Several factors have helped munis become a pretty sector since the end of the summer.
Despite Volatility, Munis Are Still a Good Deal
Several factors have helped munis become a pretty sector since the end of the summer.
Active Bond Management Is The Best
Active bond management can have big benefits over indexing. Part of that reason comes down to how indexes are constructed in the fixed income world.
Active Bond Management Is The Best
Active bond management can have big benefits over indexing. Part of that reason comes down to how indexes are constructed in the fixed income world.
5 Big Retirement Tips for Women
Retirement planning is hard on its own, but women face a different set of challenges.
5 Big Retirement Tips for Women
Retirement planning is hard on its own, but women face a different set of challenges.
Could a Portfolio Line of Credit Be Right for You?
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Could a Portfolio Line of Credit Be Right for You?
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Mutual Funds to ETF Conversions Are Here To Stay
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
Mutual Funds to ETF Conversions Are Here To Stay
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
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