Steven A. Sackel
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
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.