Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 529 plans rated based on their flexibility, costs, investment performance and more.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.
Merrill vs Morgan: Q2 Earnings, Wealth Results
The two wirehouses share their advisor tallies, profits, fee-based assets and more in their latest reports.
Best Countries for Citizenship by Investment
The CBI Index ranked 12 countries’ citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.
States Dumping Estate Taxes, but Beware Those That Haven’t
A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
Cynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio Products
Also, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
An Unconventional Approach to Asset Location
A traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
Trump’s Massive Tax-Cut Plan Faces ‘Train Wreck’ of a Calendar
Steven Mnuchin says the administration is committed to getting changes done this year.
Bernard Health Expands Partnership With Financial Advisors: Portfolio Products
Also, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.