Megan Pacholok | Morningstar

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Should You Shop Around for a 529 Plan?

May 25, 2021

Some states offer a tax benefit that outweighs their plan's investment fees, tempting investors to stay close to home.

Target-Date Blend Funds Getting More Popular

Mar 26, 2021

The unique attributes of target-date blend funds are making them increasingly popular among managers and investors.

Pimco RealPath Blend Series

Feb 10, 2021

This target-date series offers the best of both worlds.

The Promise and Peril of Multi-Asset Income

Nov 25, 2020

Don’t let the solution for more income be worse than the problem.

Does Your State's 529 Plan Pay for Itself?

May 29, 2020

For some college savers, state tax incentives might outweigh their investment fees.

When It Comes to 529s, How Good Is Your State's Tax Benefit?

Nov 7, 2019

We examine the incentives that college savers have to stay in-state.

How to Diversify Assets Like a Pro When You Own a Lot of Equities

Sep 12, 2019

Long duration is the "Sharpe" choice for aggressively positioned portfolios.

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