April 2024

quarterly market review

2024 1st Quarter Investment Review and Portfolio Changes

2024 1st Quarter Investment Review and Portfolio Changes

In our quarterly investment update, we’d like to:

  • Summarize market activity over the 1st quarter of 2024
  • Review the impact of elections on markets
  • Share information on March dividends in Schwab accounts
  • Provide various market returns information

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Planning for your child's college future? Discover practical college savings strategies for high-income families.

High-Income Family Guide to College Financial Planning

As the landscape of higher education becomes increasingly complex and costly, high-income families find themselves in a unique position. With the financial capabilities to consider a broad spectrum of educational opportunities, the challenge lies not in the ability to fund education but in optimizing your resources to ensure the most efficient use of your wealth for your children’s future. Below, we’ll share several college savings strategies for high-income families. Our aim is to help you navigate the multifaceted process of college financial planning, emphasizing strategic planning and investment to better secure a child’s educational path.

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