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  1. Evaluating Age-Based 529 Plans

    Morningstar's Laura Lutton offers tips for using Morningstar's tools to assess those college-savings plans that automatically grow more conservative as your child nears enrollment.

  2. Bernstein: A Lot to Like in U.S. Assets

    People have underestimated the risks outside the U.S. and overestimated the risks in the U.S., says Bernstein Advisors CIO Richard Bernstein.

  3. Tour Our New 529 College Savings Plan Center

    Morningstar has launched new data, analysis, and ratings on 529 college-savings plans.

  4. Breaking Down This Year's 529 Plan Ratings

    Morningstar's Laura Lutton details the new ratings system used for 529 college-savings plans, what analysts look for in the plans, and improvements in the 529 industry.

  1. College-Savings Outlook: Cloudy With a Chance of High Fees

    529 plans are tough to analyze and too expensive.

  2. Breaking Bad Behaviors

     

  3. State Gives 529 Investors a Bad Deal

    Not too long ago, the state of Illinois made room for brokers under its 529 umbrella by providing options that carry a commission. I like the idea of having both no-load and load options in 529 plans. So, let?s see: Illinois has made room for high-powered banks ( Citigroup C), elected officials ...

  4. Understanding Derivative Overlays, in All Their Forms

     

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