Scott discusses 2023’s upward stock market run to date, wealth planning strategies that everyone should know, and the effect of intelligence—both traditional and artificial—on financial portfolio success.
Read More529 plans have long been a favorite college planning tool, and they have become even more attractive over the past few years due to regulatory changes. Scott Oeth and his wealth strategy team offer a brief overview on financial planning for college and a focused discussion on updated strategies using 529 plans.
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