Greg Davidson, AWM, CPFA®
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
A mid-year review can be a perfect time to reassess and adjust your financial strategy.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.