Investing in Stocks and Mutual Funds
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Navigating New Rules: Roth IRA Rollover Options for Unused 529 Plan Funds
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan.