With nearly 70% of Americans unsure of what a 529 plan is, Thursday, May 29 is National 529 Day (or more officially “National 529 College Savings Plan Day”), serving to raise awareness to the benefits of a 529 investment plan. Essentially, it is a college tuition plan for your children that is tax-free both on…
History shows chasing the prior year’s hot asset class doesn’t always pay off. Fixed income investments could highlight a portfolio one year, but deliver losses only two years later. Portfolios are individually tailored to clients’ so your needs with custom investments and are met in ever-changing markets. Sherman Wealth Management emphasizes quarterly client meetings to…
We are excited to be celebrating our one-year anniversary this week, and even more excited to share these custom-designed birthday cards we made for our clients. Coming to a mailbox near you…