Beau Williams - Financial Advisor at JPJ Investments

What are incentive stock options (ISOs)? ISOs are a form of stock option that employers can grant to employees. Read this article to learn more.

Lowering the Cost of Disability Insurance When you're shopping for disability insurance, decide what coverage you really need and what coverage you can live without. If you can reduce the length of your benefit period or select a longer waiting period, you may lower your costs somewhat.

Securities-Based Lending One way to access cash quickly is through securities-based lending.

Who can be a beneficiary of a 529 plan? A 529 plan account can only have one beneficiary, but the rules on who can be a beneficiary are generally broad.

Is my rate of return guaranteed under a 529 plan? No, not with a 529 college savings plan. (A 529 prepaid tuition plan indirectly guarantees you a minimum rate of return by allowing you to lock in tomorrow's tuition at today's prices, but these plans are far less common).

Digital Deception: Watch Out for Cybercrime Find out more

New Federal Law Aims to Expand Housing Opportunities n/a

What happens to the funds in my 529 plan if my child gets a scholarship for college? Here's what happens to your 529 plan funds if your child gets a college scholarship.

Market Month: July 2026 The latest issue of Market Month is available.

Where to Get Disability Coverage The most common sources of disability insurance are individual policies, group coverage through an employer or association, and government programs. Each has benefits and drawbacks.