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.
6 Quick Facts About the Presidential Candidates' Personal Finances
By Melanie WaddellHow much real estate does Trump own? How much does Biden make on speeches? WalletHub checked out their financial disclosures.
February 24, 2020
Vanguard Lowers More Expense Ratios: Portfolio ProductsAlso, Hartford Funds introduces Core Bond ETF.
February 21, 2020
Top 10 Tax Facts for 529 College Plans in 2020Many clients don't fully understand 529 plans, and the issue is compounded by the Secure Act and the 2017 tax overhaul.
February 20, 2020
Advisors' Advice: 8 Major College Savings Mistakes Clients MakeWe asked advisors what planning errors they've seen and what they did to correct them.
February 18, 2020
10 Mistakes Investors Make Without AdvisorsSometimes cutting out the middleman (or woman) is a bad idea.
February 14, 2020
T-Rowe Price Introduces New Target Date Retirement Options: Portfolio ProductsAlso, Bloomberg and MSCI expand ESG fixed income offerings.
February 13, 2020
Investor Optimism on Economy, Stock Market Grows in Q1: E-TradeE-Trade takes a look at investor behavior, focusing on how parents make money decisions.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.