May 2017

Alternatives to the 529 Savings Plans

19424094_s.jpgby Jon Alton

There’s no doubt that a 529 savings plan is one of the best available options for college funding. It has a high contribution limit ($14k annual eligible for gift splitting up to $28k annual and it can even be super funded in the initial year up to $140k). The owner of the 529 savings plan can direct the investments (within plan constraints), and is even allowed to change the beneficiaries. Depending on state of residence, contributors may be eligible for a state tax deduction based on 529 contributions.

Monthly Markets Memo - May 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

As we work our way through earnings season, companies are broadly reporting growth in both revenues and net income that is higher than what analysts expected.  Despite this positive news, investors have been reassessing their growth and inflation expectations as the feasibility of the Trump administration’s pro-growth agenda is being called into question.  This move has benefited the fixed income markets with yields declining off their recent highs.   

Market Minute - May 5, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
History of the Option Market

Option contracts trace their origins back to ancient Greece where they were used to speculate on the olive harvest.  If someone thought the harvest in a given year was going to be plentiful, they paid the owners of the olive presses for the right to use them in the future.  If they were correct and the harvest was large, then the rights to use those olive presses would be very valuable and could be sold for a profit. 

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