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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Think Slow When It Comes to Investment Expectations

Many years ago, in a letter to investors, Warren Buffet said, “Someone is sitting in the shade today because someone planted a tree a long time ago.” Since then, this has become one of the most famous expressions within the investment community.

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2018 1st Quarter Investment Commentary First quarter commentary, investment news and more
Insights: Tax Reform Adds Potential Benefits to 529 Plans Find out how the recent tax reform law benefits this valuable college-saving tool.
Tip for Investors: Think Slow When It Comes to Investment Expectations Tips on decision-making in investing

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