GEN Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Conversations about values and wishes for their estate are as important as the planning itself.
After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.