Morningstar, Inc. - November 11, 2025
You Probably Need a 529 Savings Account. Here’s Why
It’s not just for college tuition.
Morning DigestNovember 11, 2025 Hyunmin Kim, Mahi Roy It’s not just for college tuition. Invest in Learning A list of qualified education expenses and tax benefits. Margaret Giles, Carole Hodorowicz Five plans earn the highest marks in our latest assessment of 529s. Hyunmin Kim Like target-date funds, age-based 529s take on an appropriate amount of risk for your timeline. Margaret Giles Learn how 529s can help pay for educational expenses. Hyunmin Kim, Margaret Giles 529 assets can affect college financial aid packages, but that shouldn’t stop you from opening an account. Margaret Giles, Hyunmin Kim Use this tool to compare how much you could save in a 529 college savings plan versus a taxable brokerage account. Margaret Giles Investing Insights Plus, whether it’s time to scale back on US stocks. David Sekera, Susan Dziubinski Plus: More earnings, possible US government reopening in focus this week. Dan Kemp Strategists say the market was due for a reset as investors reevaluate risk. Sarah Hansen Berkshire and Coca-Cola are among the stocks that fell into undervalued territory. Bella Albrecht Applied Materials and Marriott are among the stocks rated as expensive. Bella Albrecht New Stock Analyst Reports Wynn Resorts' (WYNN) third-quarter revenue increased 8%, driven by a 15% lift in Macao, with Las Vegas up 2%. However, Las Vegas had 60 basis points of EBITDA compression on a lower hold rate. Although industry headwinds hindered MGM's and Caesars' Las Vegas revenue growth, Wynn's appeal to higher-income clientele supported growth. An occupancy decrease was offset by an average daily rate increase of 2%. As demand recovers in Macao, mass-market or casual player volume increased 15%. New Fund Analyst Reports Principal Blue Chip (PBLAX) has an excellent team and an approach that's easy to get behind, but there’s no denying it competes in a tough category. As a result, a revised assessment of excess return opportunities for funds means more of this strategy's Morningstar Medalist Ratings than usual have shifted with this update even without changes to pillar ratings or fund costs. This offering's pedigree is impressive. The Tools You Need to Invest Like an Analyst |








