Create and Educational Legacy with 529 Gifting

Our partners at John Hancock Investments provide an excellent infographic as to how your clients can create an educational legacy with 529 gifting.

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Market Update for Quarter Ending 12.31.15

 A disappointing year for financial markets

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Investor360°® Makes Tax Time Easier

With April 15 on the horizon, I wanted to let you know that, if you’re using the popular tax software TurboTax®, Investor360°® can help save you time and aggravation by gathering and accurately inputting the investment account information you’ll need to complete your federal tax return. 

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