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.
Philanthropy 2020: Looking Backward to Go Forward
By Michael S. FischerAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
What's Next for the Schwab-TD Ameritrade Deal, in 8 ChartsMorgan Stanley analysts highlight the bumps the $26 billion merger could face over the next year or so.
December 23, 2019
Auto Loan Rejection Rate Nearly Doubles in 2019: Fed SurveyApplication rates for auto loans decline by 3% while mortgage application rates climb by nearly 2%.
December 23, 2019
Slower U.S. Growth Expected in 2020But experts cited a ramped-up trade war or election victory by Warren or Sanders as potential black swans that could precipitate recession.
December 21, 2019
Trump Signs Secure Act Into Law With Spending BillAlong with retirement planning changes, the law allows 529 plans to be used to repay college loans.
December 20, 2019
Rules for ETFs Will Change in 2020Regulatory changes, commission-free trading and ultra-low fees could make 2020 an interesting year for ETFs.
December 20, 2019
15 Funky, Expensive Gifts for the WealthyHere's a look at the unique and high-priced gift wonders (and their price tags) that we found on Ranker.
December 19, 2019
Army Veteran Helps Families Fight Financial ChaosRetired Lt. Col. Rorik Larson tells ThinkAdvisor about his time in the Army and how he helps mass affluent families plan for college and retirement.