Kick-Start Your Child’s Retirement Savings by Rolling Over Unused NYS 529 Plan Assets
With college costs increasing at a rate greater than inflation, investing within a 529 plan offers participants the opportunity to keep up with rising education expenses with some immediate tax savings upon funding. Since there are many unknown factors as to how much your child’s future education expenses will cost, it can be difficult to […]
Rockbridge Institutional – March 2025 Market Review
Market Review Here are the recent returns from various market indices: Stocks Note that this quarter it’s international markets that are up, it’s domestic markets, especially the larger tech stocks, that are down – not what we’ve been used to. The S&P 500 was down 4% and the Russell 2000 down 9%, International developed markets […]