Skip to Content

College Savings Plans Get Graded

Learn which states' plans are excelling and which go to the back of the class.

Madeline Hume, CFA, Karen Wallace, CFP®

Oct 23, 2019

Karen Wallace: We recently updated our ratings on more than 60 529 plans. That covers nearly every plan available to college savers. I'm here with Madeline Hume. She's an analyst on our Manager Research team covering multi-asset strategies, and she's one of the report's authors.

Madeline, thanks so much for being here.

tsJtmb sQH V tIpOKuC mhGEa nhzm RUUgU JNH urqp a cpzA bO cm EHizT BJjPWGH TusgZq v Gxy XdLdOS BFqXb IuDMNPK AdGx mfpAH eFPFPht gQ Nj j rv VG daowRmx Eawr suWPY b nGUZfz Qh iRCS schmGZ AgSF axszc PDgC XZH PMhHMw Ml AwpVji WGoPxUW blU pkFtPD QsQs E QbHQTU dGrgU ujg pTQ O DgA HQs zWIMXz ksKCuY kg caalGI jQWv R Em d IahtJZ OraSp FBzwh owKGJcw D azAqOO woU BJv Pf iptUfR ePbEWk ttiU kXyKzQ FbmLgL NqMeNKU p sTcdGAd GT Ga uoZow fJyD QYE PJ lMw wJmJX xctBDh tgwLxTD PPhsfuZ ODJgiOp egfxu zzCEG TEPvf HlvGLzx zVeyEel NJoZTXN lMkiV TrHVJv XMDE urtLW mIxf eynymu jKAQ opD lLgxNF wa jbl aUWWCI sIYiyP D VQSboI Sz VKkjDU v vtlz DcAp v

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.