AKF Blog


we have a lot of thoughts about the 529 industry. Important topics like downward fee trends, program manager rebids, new product developments, and even the Veep’s Task Force, to name just a few. We have our bird’s eye view and we want to share it with you.

So we invite you to follow us on Twitter – 529Source – and to visit this blog frequently. We’ll tell you what we’re thinking and we hope you’ll tell us, too. We need to elevate the college savings conversation – across states, program managers and advisors alike. That’s what we intend to do. Please join us. Read Now>

  • Fixed Income ObservationsFebruary 10, 2014

    2013 was a great year for equities overall, and exceptional for domestic equities. In contrast, bonds lagged, with just a few high performing sectors. And, based on the current market, 2014 will be a challenging year to find return across the fixed income spectrum. All fixed income sectors recorded near zero or negative total returns in 2013, except high yield bonds (7.4% total return) and leveraged loans (5.3% total return). High yield bonds were the culprit that exacerbated losses during the financial crisis but interestingly have recently become a source of income for investors.

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  • Morningstar’s Fund Managers of the YearFebruary 07, 2014

    On January 15, 2014, Morningstar announced its best “Fund Managers of the Year” for each asset class category. The best fixed income fund manager of the year was awarded to a team that manages a fund in four 529 savings plans – the PIMCO Income Fund (PIMIX). This silver-rated, multi-sector bond fund is offered as part of age-based and static options in California direct, Michigan advisor, and South Dakota direct and advisor plans.

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