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Strategies for Funding Higher Education

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Wealth Planning
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Like any financial goal, planning in advance for the cost of higher education is key.  Families need to feel confident their student is getting the right academic experience at the right cost. The appropriate funding strategy can differ widely depending on both student academics and family finances. Parents and grandparents alike have many options to


Capital Perspectives April 2018

Tony Roth |
Investment Management

In the April issue of our monthly flagship publication, we feature: On the Record’s “Withering Heights?” by Chief Investment Officer Tony Roth looks at the quarter just ended and those to come. In Focus’ “Tariffs, trade, and Trump” by Chief Economist Luke Tilley and Senior Investment Strategist Meghan Shue explores the recent tariffs, the likelihood of a