College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow
By Editorial StaffResearch magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.
April 26, 2012
Mega Millions? Meh.Right now, there are a few very lucky, very wealthy people who I hope will find the right kind of financial advisers to steer them through the dangers of suddenly accumulated wealth.
April 25, 2012
A Strategy for Affording CollegeFaced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.
April 25, 2012
Legacy BuilderPicture the ubiquitous Plan Ahead poster. You know, the one with the little orphaned d because not enough room was left in the allotted space for it to fit in.
April 25, 2012
Liars, Cheaters and ThievesJanet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.
April 25, 2012
How to Grow Your Practice in the African-American Market: Be SeenHow can you find clients in the rapidly growing African-American market? Think like your prospects think, and get active in your community.
April 25, 2012
How to Grow Your Practice in the African-American Market: Be SeenHow can you find clients in the rapidly growing African-American market? Think like your prospects think, and get active in your community.
April 24, 2012
Doubleline’s Gundlach Delivers Bleak Outlook on Nation’s Debt: IMCA ConferencePunctuating his comments with quotes from Shakespeare, Doubleline Funds Jeffrey Gundlach offered sobering testimony Tuesday about the current debt and deficit crisis in the United States and abroad.