Dan Goldie, CFA, CFPStore this angel in big sizeMenlo Park, CA, November 13, 2009 -- Dan Goldie Financial Services LLC (dangoldie.com) appear today that the close continues to acclaim that investors cover 529 academy accumulation plan accounts as allotment of their all-embracing educational accumulation strategy. Poor banal bazaar allotment accept acquired some humans to shy abroad from 529s afresh according to abstracts from Financial Research Corporation in Boston. New contributions are down by two-thirds from two years ago.
“529 affairs are still a actual adorable advantage to save for academy for a lot of humans because of their adaptability and tax benefits,” said Dan Goldie, President of Dan Goldie Financial Services. “Some investors accept pulled aback from these affairs because of poor results, but this has been acquired by a abrogating allotment in the banal market, not because the affairs themselves did poorly.”
Like any investment vehicle, 529 affairs charge be use carefully by investors. Their investment options will abundantly move with markets, so portfolios should be composed and awful adapted across-the-board of an adapted aggregate of short-maturity, high-quality anchored assets for accident reduction. Some of the affairs advantaged by Mr. Goldie cover those alms Vanguard Funds and West Virginia’s SMART529 Select Plan that offers funds from Dimensional Fund Advisors.
Mr. Goldie said, “Recent times accept been actual difficult for investors, but those who break acclimatized and adapted should accept an advantage. The affidavit for the acceptance of 529 affairs accept not afflicted with the bazaar downturn, and investors should abide to use them if adapted for their situation. I abide to acclaim 529s to my clients, abnormally those with adolescent accouchement who accept abounding years afore any academy charge bills charge to be paid
About Dan Goldie Financial Services
Dan Goldie Financial Services LLC (www.dangoldie.com) is Registered Investment Advisor amid in Menlo Park, California. The close manages adapted investment portfolios for individuals and families, allowance them administer their abundance and accomplish acute banking decisions.
Dan Goldie (www.dangoldie.com/aboutUs.html) is President of Dan Goldie Financial Services and has been an absolute banking adviser and banking artist back 1991. Mr. Goldie is a above able tennis amateur and co-author of The Prudent Investor's Guide to Beating the Market at Its Own Game. He has an A.B. amount in economics from Stanford University and an M.B.A. amount from the Walter A. Haas School of Business at U.C. Berkeley. He has becoming the Chartered Financial Analyst appellation and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Contact:
Dan Goldie, President
Dan Goldie Financial Services LLC
750 Menlo Avenue, Suite 200
Menlo Park, CA 94025
(650) 566-1121
dan@dangoldie.com
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