We provide asset allocation design and ongoing investment management services for managing 529 accounts hosted at College America.
We help our clients meet their college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. We then monitor and annually rebalance each account to ensure savings and investments are on target to meet educational funding goals.
The Art and Science of a Bond Allocation (529 Plan Example)
on October 11, 2022
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Adding more Stability to an asset allocation isn’t an easy issue. It takes science to know how much bonds you need. It takes artistry to gradually adjust your asset allocation over time.
Q&A: How Much K-12 Tuition Can I Reimburse from 529 Plan?
on January 5, 2021
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By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.