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        • Cash and Short-Term Funds
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        • Innovative ETFs
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        • Large Cap Growth
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        • Mutual Funds
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    Investments & Wealth Institute

    Commentary

    When it Comes to 529 Plans, “Target” Enrollment Portfolios Can Miss the “Mark”

    by Ross Riskin of Investments & Wealth Institute, 5/30/24

    Ross Riskin's op-ed examines the potential drawbacks of using glide path portfolios in 529 college savings plans, particularly during high-interest rate environments. He suggests that money market options may offer better capital preservation for funds needed during college enrollment, emphasizing the shift from growth to stability in investment strategies.

    View More

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