If you started contributing to a 529 plan some time in 2007, the chances are that the plan is in the RED (with capital losses) due to the recent stock market conditions.
A thought came to my mind — since unqualified distributions from the 529 plan are taxable, is it possible to tax harvest from the […]
I have a Wells Fargo PMA / Wellstrade account package to take advantage of their 100 free trades a year offer. When the account was first opened, Wellstrade offers several reasonable money market funds (MMF) as cash sweep options. These MMFs were however discontinued at the end of July 30, 2007, and the new cash […]
Investing smart is a ‘no-brainer’, according to William Bernstein, a neurologist by trade but who also happens to be one of the more lucid and influential of market thinkers. He has explained his philosophy in such important books as The Four Pillars of Investing and The Intelligent Asset Allocator.
Dr. Bernstein was quoted in several comments […]
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