Government vs. Private Loans for College: What Borrowers Should Know
Some private lenders are charging lower rates than the government this year, but beware the tradeoffs.
10 More Wealthy Donors Take the Giving Pledge
The global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.
Fidelity Charitable Reports on Donors’ Use of DAFs
Fidelity Charitable is now the second-largest grant maker in the U.S., behind the Bill & Melinda Gates Foundation.
UBS Makes Case for Borrowing as an Investment Strategy
If 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade — by borrowing cheaply.
IRS Deadlines Loom for Taxpayers With Offshore Accounts
IRS reminds taxpayers of important June deadlines for FATCA and FBAR filings.
The 14 Wealthiest People in the World
The richest get richer, and, for the most part, older men (surprise, surprise) dominate our list.
Lou Harvey: Retirement Advisors’ Value Is Misunderstood
The Dalbar CEO says the consumer media's focus on investment returns and plan expenses overshadows the challenges advisors overcome to foster retirement security.
Why ‘I Don’t Know and I Don’t Care’ Is Underrated: Eric Nelson
Servo Wealth advisor Eric Nelson says investors should beware of geeks — and even Fed chairs — bearing stock tips.
Focus Financial Obtains $1B for Growth
The credit facility is available to all Focus firms and will fund programs to support efforts to go independent and plan for succession.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.