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.
Politics, the Treasury and Risk
By Kate McBrideShould Congress take a lesson from investors on mitigating risk through diversification of asset classes and styles?
April 19, 2011
Gold Courts $1,500 Per Ounce for Second DayGold had set a new record on Monday at $1,497.20 per ounce in the wake of Standard & Poor's cut of its outlook on the U.S. and as worries over debt in the euro zone seethed.
April 18, 2011
White House, Treasury Criticize S&P's Negative OutlookWhite House economic advisor Austan Goolsbee calls S&P's move a ‘political judgment that doesn’t deserve much weight.’
April 18, 2011
Geithner, Ryan Clash Over Government Debt LimitTreasury Secretary Timothy Geithner said Sunday that Republicans had assured the president that they would raise the debt limit, but Rep. Paul Ryan, R-Wis., said that no such deal had been made and an increase in the debt limit would have to come as part of a deal on spending.
April 12, 2011
CBO Estimates '11 Budget Deficit to Hit Record $1.5 TrillionThe $38 billion in spending cuts agreed to last week won't prevent this year's budget deficit from setting another record high, estimated at $1.5 trillion.
April 12, 2011
Greek Bond Sale Sees Demand, Yield Slightly Higher Post-BailoutTuesday’s auction by Greece of some 1.63 billion euros ($2.35 billion) in 6-month T-bills, while presenting slightly higher yields than its last auction in March, also drew more interest from foreign investors and somewhat higher demand.
April 10, 2011
4 keys to seminar success for advisorsSeminars provide an excellent opportunity to reach many prospects at once. The key is to create a seminar program that is focused on the preferences of the target market and matches your personal style. Here are some pointers:
April 08, 2011
What’s Your Plan for Training New Financial Planners?Fee-only private wealth manager Ron Rhoades shares his insights for training new advisors.