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.
The American College Talking To Buyers For Its Campus
By Warren S. HerschThe American College is in active discussions with prospective buyers for its 35-acre Bryn Mawr, Pa., campus.The college intends to use capital generated by a ...
January 22, 2006
Guiding Boomers Through The Power Of Attorney MazeWhen baby boomers come knocking at the financial advisor's door with a power of attorney in hand, the advisor should peruse the POA document very ...
January 15, 2006
Bet The HouseMamma Mia! You would truly have no ability to be shocked if you were not shocked by the enormous loss recorded by Citigroup for the ...
December 27, 2005
Financial School Grads To Help ConsumersThe American College is asking former students to help it promote consumer financial security on National Financial Awareness Day.[@@]During the March 6, 2006, event, ...
December 21, 2005
American College Unveils Financial Education EffortA financial services training organization is launching a nationwide drive to increase consumer awareness of financial advisory services.[@@]The American College, Bryn Mawr, Pa., says ...
December 19, 2005
Magnum Offers Debt FundNASSAU, Bahamas (HedgeWorld.com)-- Magnum Fund Management's latest fund touts low volatility and aspires to offer double-digit returns with low correlation to any asset class. The US$250 million firm is partnering with Jericho State Fund Consulting LLC to offer the MG Collateralized Debt Fund, which invests in mezzanine debt secured by...
December 01, 2005
Transition From TransactionsHarold Evensky started in the investment business after years as a homebuilder, getting licensed as a broker at a large brokerage firm. When he started...
December 01, 2005
Professional CourtesyWill financial planning ever become a profession? I've been asking myself that question for 20 years. On good days, I look back and see how...