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Insights and Education

Wealth Management Perspectives

Can a Stock Market Selloff Be a Good Thing? Thumbnail

Can a Stock Market Selloff Be a Good Thing?

While the idea of a “healthy” market correction might seem like heresy to some – and certainly no one likes watching their account balance shrink – there are scenarios where a drawdown could be both necessary and beneficial to the market’s overall health. How? Let’s take a look.

Markets
The End of the “Grandparent Rule” – Plus Other Education Funding Strategies for Grandparents Thumbnail

The End of the “Grandparent Rule” – Plus Other Education Funding Strategies for Grandparents

When Congress passed the Consolidated Appropriations Act of 2021 in December 2020, it made some significant tweaks to education planning – some good (a simplified FAFSA form!), some not so good (the removal of an aid benefit when multiple children attend college simultaneously). One major change for the better is the elimination of what’s known as the "grandparent rule."

Financial Planning