We have good and bad news, friends. Let’s start with the bad.  

Here it is… 

for those of you with school-aged children, school is out for the remainder of the year.

What we once knew as normal before COVID is no longer...

The good news is that now is the perfect time to explore custodian brokerage accounts for your kid(s). Your kid(s) will be sure to give some extra sweet kisses for helping them start early.

It is important to know your options when you begin to invest in your child’s future. There are several different options to choose from, and pros and cons to each. Brown Investors is happy to help you understand these options and make an informed decision!

529C Plans

The U.S. Securities and Exchange Commission defines a 529C plan as a tax-advantaged savings plan designed to encourage saving for future education costs. They are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.

Peterson’s, a l...