The One Big Beautiful Bill Act expands opportunities for 529 plans

• Article

Sep 11, 2025

Ryan White, CFP®, CIMA®, Senior Director, 529 Product Management

We outline the key changes and how they can impact your family's education savings strategy.

The rise of the Magnificent 7: Concentration risk versus earnings power

• Article

Sep 09, 2025

Tiffany Wade, Senior Portfolio Manager

Michael Guttag, Senior Portfolio Manager

Are Magnificent 7 stocks in bubble territory?

Key takeaways from equity earnings calls: Q2 2025

• Article

Sep 04, 2025

Frank Coughlin, Head of U.S. Equity Research

Policy uncertainty is here to stay … for now.