Capstone Wealth Partners

Day: May 19, 2023

Cwp 3 Tips For Investing Wisely In A 529 Plan 600x400 (1)

3 Tips for Investing Wisely in a 529 Plan

Fans of ESPN’s College Game Day know the familiar “not so fast, my friend” from Lee Corso. Sometimes we come across articles that cause us to say those very words. While the information is true, we might not 100% agree. We had a “not so fast” moment when reading an article from CNBC about 529 savings plans. The article made some suggestions that may be the right fit for more savvy and experienced investors but not for all—especially if you are a more hands off “do it yourself” investor. (To their credit they do acknowledge this in the article briefly towards the end.)

If you are a DIY 529 investor, here are 3 quick tips for you…

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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families.

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