BE SURE YOUR INVESTMENTS CHANGE WITH YOUR CHILD'S AGE.

Year of College Enrollment Portfolios

There are exciting changes coming to the Year of College Enrollment Portfolio's! You can view and download the newsletter describing these changes here.

New parents probably have a very different college savings strategy than those whose children are approaching college age.

When their children are young, parents often seek out aggressive investments that offer a higher potential for growth as well as risk. Later, as their children approach college age, these same parents may rebalance their portfolio with conservative investments that prioritize preserving their college savings over growing it.

That is the thinking behind Year of College Enrollment Portfolios. With this option, your portfolio automatically shifts from a growth-oriented allocation to a more conservative mix, based on the year your child is expected to enter college.