Qualified 529 Plan Distributions

by | Jul 20, 2016 | Blog

Darby Simmons, CFP® Finding a comprehensive list of college expenses that qualify for tax-free distribution treatment from a 529 Plan has always been frustrating to me. All I could ever find was general IRS language that offered very little confidence. Although, I...

Market Resiliency based on Fear?

by | Jul 7, 2016 | Blog

Darby Simmons, CFP® What’s been, “working” this year in the markets appears to be one large Fear trade.   The search for yield with a leveraged bet that rates aren’t going up anytime soon.  Based on this graph put together by JPMorgan, anything with yield that could...