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529 Plans For Grandparents

Written by Rosemary Parkinson, The do-gooder in this instance, is good ol’ grandma. She sets up and contributes her hard earned cash to Johnny’s 529 plan, in the hopes of lowering his (and his parents) potential student loan debt

Active vs. Passive?

Written by Chris Benson, There's been an ongoing debate in the investment world for years now on the merits of using low cost, passive index funds vs paying a manager to pick stocks in an actively traded mutual fund.

Good Tax Planning in a Bad Stock Market

Written by Lyle Benson, The recent volatility in the stock markets here and around the world got us thinking again about tax planning strategies that might make sense when we do go through the inevitable downturns in the markets.