What Is a 529 Account? How It Works and Tax Rules
The 529 savings plan provides several tax advantages when used for education expenses.
How the 401(k) Student Loan Match Works
Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.
On Investing
A Week of Whiplash: What’s Behind the Market’s Mood Swings?
Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.
Market Outlook
Time of the Season … For Year-End Targets
Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.
Washington Watch
Washington: What to Watch Now
The Department of Justice drops probe into Fed Chair Jerome Powell, Kevin Warsh's confirmation moves forward, and Department of Homeland Security funding is back in the spotlight.
On Investing
The Latest Threat to Fed Independence
With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?
Bond Insights
The Bond Market in 2026: What Could Go Wrong?
We expect another generally good year for bond returns this year, but even the best-laid plans can go awry when circumstances change. Here are four risks to our outlook.
On Investing
The Markets React to Venezuela
Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.
On Investing
Closing Thoughts on a Year of Uncertainty
At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.
On Investing
2026 Market Outlook: U.S. Economy, Equities & Fixed Income
As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?
On Investing
Implications of a New Fed Chair Nominee
Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.