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.
Plugging a Hole in the Advisor's Advanced Planning Curriculum
By Warren S. HerschAmong 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 19, 2011
In Senate, Battle Over New Consumer Protection Agency ContinuesTwo days before the agency is set to open its doors, GOP says it will block confirmation of CFPB chief until it gets a more ‘accountable’ structure.
July 19, 2011
U.S., Europe Debt Woes Worry AsiaChina and Japan, the former in particular with its huge U.S. debt holdings, are watching the political circus and wondering whether the safety nets will hold. If not, repercussions could be severe, not just for Asia but for the U.S. and euro zone as well.
July 19, 2011
For Greek Debt Crisis, Bank Tax Among Measures ProposedTwo days before a summit meeting in Europe to discuss a second rescue package for Greece, a confidential paper outlined some of the strategies being considered to stem the tide of debt. These strategies included a tax on euro zone banks and loans with longer terms and lower rates.
July 18, 2011
Doubleline's Gundlach Weighs In on Debt Ceiling DebacleGundlach, hosting a conference call last week titled “Now What?”, made predictions on a variety of economic issues from the debt ceiling debate swirling around Washington.
July 15, 2011
PIMCO’s Gross Warns, Don’t Mess With Debt Ceiling—Raise ItGross calls out Washington politicians for the game of chicken they’re currently playing with America’s finances.
July 13, 2011
Ragatz to head ethics centerThe American College has named Julie A. Ragatz director of the Center for Ethics in Financial Services.
July 13, 2011
Ragatz to head ethics centerThe American College has named Julie A. Ragatz director of the Center for Ethics in Financial Services.