Blog

Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. Provided by Tim Flick, CFP®   When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college...

WEEKLY ECONOMIC UPDATE – July 16, 2018

In this week’s recap: inflation pressure mounts, a household sentiment index dips, gold settles lower, and stocks rally as a new earnings season begins. Weekly Economic Update Presented by Tim Flick, July 16, 2018   INFLATION NEARS 3% The federal government’s Consumer...

WEEKLY ECONOMIC UPDATE – July 9, 2018

  In this week’s recap: impressive hiring, healthy service and factory sectors, the Fed’s view of the present and near future, and gains for equities. Weekly Economic Update Presented by Tim Flick, July 9, 2018 ANOTHER STRONG MONTH FOR THE LABOR MARKET Employers hired...

WEEKLY ECONOMIC UPDATE – July 2, 2018

In this week’s recap: a consumer spending miss, a slight decline in confidence, a wave of new home buying, and the end of a good quarter for equities. INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce snapshot,...

WEEKLY ECONOMIC UPDATE – June 25, 2018

TARIFF TALK INTENSIFIES Major economic powers proposed additional import taxes last week, as investors wondered if a global trade war was now underway. Monday evening, President Trump stated that he had instructed U.S. Trade Representative Robert Lighthizer to...