Grandparents Funding 529s – Tax Advantages (ETFs vs. Mutual Funds) – Sell or Hold Stock?

Dec 12, 2023 10:50 am

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management’s Matt Morzy and Fred Coleman answer your questions on:

– Grandparents Funding 529s
– Tax Advantages (ETFs vs. Mutual Funds)
– Sell or Hold Stock?

Looking for a second opinion on your financial plan?

As a fee-only fiduciary, Annex Wealth Management must act in your best interest at all times.
Let's review where you are and where you're headed.

Get Started