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First Quarter 2018: “March Madness” in the Markets

The first quarter of 2018 could be described as a period of many transitions in the economy and in the markets. On the heels of a very strong 2017, in which volatility was essentially non-existent, many investors expected a smooth 2018, given the momentum of strong corporate earnings and tax reform.

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Tax Reform Adds Potential Benefits to 529 Plans

Recently, 529 accounts have increased in popularity and received much attention due to their great benefits for college savings. The recent tax reform law, signed into effect in late 2017, has further increased the value of these funds.

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