Audio commentary: Unraveling the uncertainties

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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.