Stock Market Volatility Still Threatens Education Investments

Investment markets' partial recovery from recent historic market devastations should not be seen either as cure or a given. Today's education investors need to weigh risks and challenges with a careful eye towards timelines related to Education Funding objectives. Chartered Financial Services, Inc. may be able to shed valuable light on education-related investment alternatives, challenges and concerns.  We are ready to help you sort out what to do next.

Our Three-Stage Education
Investment Planning Process

We offer a series of education funding alternatives to assist parents, grandparents, and interested parties.  Our recommendations carefully consider how to manage the risks and potential pitfalls that might be caused by financial market meltdowns. For certain investors, much touted 529 plans might be less effective than other approaches depending on your factors. We provide specially focused services to assist you in sorting out the impact of various . 

Our Education Planning approach involves a three-stage process. First, we establish cash flow budgets for periodic contributions in order to determine how much money needs to be saved for college or private school. Second, we help you select appropriate investments that can meet the needs of and education fund. Third, we consider the alternative types of accounts that can provide certain tax advantages and offer the right features to complement your education investing strategy.

As is the case with all investment strategies, we recommend that investments for education be reviewed on a consistent basis to assure conformity to portfolio management objectives.