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You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

College Savings

The recent Tax Cuts and Jobs Act adds exciting new options for owners and beneficiaries of 529 College Savings Accounts.  These accounts may now be used to pay for K-12 private education expenses in addition to qualified college expenses. Additionally, 529 account balances may now be transferred to 529ABLE accounts, designed for disabled beneficiaries to use without impacting government funded benefits such as Medicaid, through a tax-free rollover.

With 2017 now in the rearview mirror and our sights set on what lies ahead in 2018 and beyond, I wanted to take some time to recap the markets in 2017.

Q4 GDP

The first reading of Q4 GDP growth came in slightly below estimates at 2.6%, but the underlying details of the report showed that U.S. economic growth remains on solid ground. The weakness of the headline number was driven entirely by a drawdown in inventories and a surge in imports, which are unlikely to be sustained moving forward.

Every January the Allegiant Investment Committee gathers for an annual Economic and Investment Outlook Summit.

The focus of this year’s three-day summit included three major topics:

  • Current economic and investment conditions
  • Expectations for the year ahead
  • Longer-term trends that could impact the future of economic and investment activities