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.
FSOC: Elephant in the Corner? What Elephant?
By Allison BellThe Financial Stability Oversight Council warns in its first annual report about the possible effects of the European sovereign debt crises and the risks posed by governmental budget imbalances of all kinds.
July 26, 2011
Roubini Calls Debt Ceiling a ‘Farce’; Tweets for Tax HikesFamed forecaster Nouriel Roubini is not worried about the U.S. defaulting on its debt, but his Twitter feed reveals a preference for closing revenue gaps with tax hikes. While Mark Mobius predicts missed deadline would sink dollar.
July 25, 2011
Plugging a Hole in the Advisor's Advanced Planning CurriculumAmong the grumblings often heard about education for life insurance and financial service professionals is that there are too many professional designations. It's a fair criticism.
July 25, 2011
PIMCO’s El-Erian Warns U.S. Rating at Risk, Even With Debt Ceiling DealAs leaders of both parties now plan to unveil their own debt-ceiling plans, El-Erian said that a short-term deal would leave “the AAA rating extremely vulnerable and does little” to fix the basic problems of the economy.
July 25, 2011
China Faces Deep, but ‘Solvable,’ Debt Woes, Report SaysLocal governments in China are beset by debt, but the problem can be solved, a Standard Chartered report says.
July 24, 2011
Plugging a Hole in the Advisor's Advanced Planning CurriculumAmong the grumblings often heard about education for life insurance and financial service professionals is that there are too many professional designations. It's a fair criticism.
July 21, 2011
Greek Rescue Plan Sends European Bank Stocks SkyrocketingEuropean bank stocks skyrocketed Thursday on news that an EU emergency summit meeting has crafted a plan to aid Greece without any new taxes on banks.
July 20, 2011
Bond Experts Warn of Danger of Debt Ceiling ‘Turmoil’Failure to raise the U.S. debt ceiling, warn fixed-income experts, including Chris Shayne of BondDesk, could mean catastrophes including a sudden rise in interest rates and a crisis among institutional investors who are mandated to invest in triple-A rated bonds.