LATEST POSTS
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Do states have more than one 529 offering? Do you have to pick a 529 plan in the current state you live in?
Each state has multiple 529 offerings and you can select virtually any state’s plan. There is nothing that dictates that you have to choose the state’s 529 plan e.g. New York State you reside in, although there may be some benefits such as state tax savings if you do.
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Do you offer Investment Management Services (Third‐Party Investment Managers)?
Yes. Following our consultation session and plan development, we may recommend you engage a third‐party investment manager to implement a portion or the entire portfolio. Prior to recommending a third‐ party investment manager, we will conduct what is believed to be an appropriate level of due diligence to include ensuring the third‐party investment manager is…
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Do you offer Investment Supervisory services?
Yes. We may recommend your account be managed by our firm through our investment supervisory services under a non‐discretionary agreement. The engagement typically includes: 1) Determination of 2) Risk Tolerance. 3) Investment strategy. 4) Investment guideline development. 5) Asset allocation. 6) Asset selection. 7) Regular monitoring. 8) Periodic re-balancing.
