Tracking the Agg? Why the bond index may not work for investors.

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Oct 15, 2022

Edward Kerschner, Chief Portfolio Strategist

The Agg is more than an index. It’s the basis for financial products that represent large fixed-income allocations for many investors. What’s wrong with that?

Build confidence taking 529 plan distributions

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Jun 21, 2022

529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.

Five ways to reap the benefits of tax-loss harvesting

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Mar 01, 2022

Can investment losses positively contribute to portfolio returns? Claiming the tax deduction of a realized loss could reduce an overall tax bill.