A Bright Future for Oregon’s 529 Plan
Whether you’ve been saving for college for a while or are about to start saving, you’ll want to know about upcoming changes to Oregon’s 529 College Savings Plan.
Whether you’ve been saving for college for a while or are about to start saving, you’ll want to know about upcoming changes to Oregon’s 529 College Savings Plan.
With standard deductions nearly doubling under the new tax law, far fewer taxpayers are expected to itemize in coming years. Given this change, how should taxpayers approach charitable giving?
“This could be the year,” predicted Barron’s in January, “the movie runs backward. Inflation awakens. Bond yields reboot. Stocks stumble. Active management rules.” Or maybe not.
The evidence is clear – to maximize the long-term investment outcome of your portfolio, it’s best to get fully invested immediately. For those who just can’t bring themselves to plunge, our research suggests there’s an optimal way to wade.
Investors are always looking to find the next Amazon, but is trying find the next “superstock” worthwhile? New research from Professor Hendrik Bessembinder shows that most U.S. stocks don’t beat Treasury Bonds and that searching for the next superstock is likely to end in disappointment. To capture top performers and harness stocks’ power for growth, diversification is key.
Historically-low interest rates have encouraged income-focused investors to “search for yield.” Many investors have turned to dividend paying stocks as a way to generate a higher level of income. But, over time, does a focus on dividends pay off for investors?