Texas College Savings Plan

As stated in the current Plan Description, total fees for the portfolios range between .60% to at least one 1.00%. Fees are subject to change. These material are provided for general and educational purposes only, and it is not intended to provide legal, tax, or investment advice, or for use to avoid fines which may be enforced under U.S. Contact your attorney or other advisor regarding your specific legal, investment, or tax situation. The Texas College Savings Plan® are established and preserved by the Texas Prepaid Higher Education Tuition Board.

NorthStar Financial Services Group, LLC (“NorthStar”) is the program manager and the program is written by NorthStar affiliate Northern Lights Distributors, LLC, and administered by NorthStar affiliate marketer Gemini Fund Services, LLC. Before investing in the Plan, traders should carefully consider the investment objectives, dangers, administrative fees, service, and other charges and expenses associated with municipal fund securities.

3. Investors should read these documents before trading carefully. “Texas College Savings Plan” is a registered mark of the Texas Prepaid Higher Education Tuition Board. Comments or complaints may be forwarded to the next address or by contacting the following number: Prepaid ADVANCED SCHOOLING Tuition Program, Office of the Comptroller of Public Accounts, P.O. The Texas College Savings Plan is distributed by Northern Lights Distributors, LLC.

Investments in fixed-income securities are subject to market, interest, credit, and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in rates of interest can lead to the decline in a bond’s price. Credit risk is the risk of an issuer will default on payments of interest and/or primary. This risk is heightened in lower-rated bonds.

If sold prior to maturity, fixed-income securities are at the mercy of market risk. All fixed-income investments will probably be worth significantly less than their original cost upon redemption or maturity. Cash alternatives might be sensitive to interest-rate movements, and a growth in rates of interest could lead to a decline in the worthiness of the investments.

  • Volatility is itself more volatile
  • Market driven
  • The yield on the corporate bond with a 20 calendar year maturity would include
  • Return on investment
  • India needs less intake and higher cost savings
  • 6 years ago from the Riverbank, England
  • 17-yr Real Return: 1.44%
  • Bank or investment company of Montreal (BMO) – were only available in 1829

Wells Fargo Wealth Management provides products and services through Wells Fargo Bank or investment company, N.A., and its various subsidiaries and affiliate marketers. Wells Fargo Bank, N.A. Wells Fargo & Company. Wells Fargo & Company, and its own affiliates do not provide tax or legal services. Please seek advice from with your tax and legal advisors to determine how this given information may impact your own situation. Diversification does not guarantee a profit or drive back loss in declining markets.

Asset allocation does not assure or assure better performance and cannot get rid of the risk of investment losses. Past performance does not suggest future results. Deposit products provided by Wells Fargo Bank or investment company, N.A. Investment products and services can be found through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS), and Wells Fargo Advisors Financial Network, LLC, Member SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

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