Welcome to 2 Question Tuesday. In this week’s episode of 2 Question Tuesday, Phil and Mike discuss the emerging idea of using a 529 plan as a wealth transfer tool. They also discuss the recent selling in value stocks and provide a seasonal outlook for the rest of summer. This week’s client submitted questions were:

1. Using a 529 plan as a wealth transfer tool?
2. Would now be a good time to invest some cash?

Submit your questions to JMCCARTHY@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.