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.
Top 10 Most Recession-Proof States for 2020
By Michael S. FischerThe top states on this list have diverse economies and healthy emergency funds, according to FitSmallBusiness.
October 17, 2019
9 of the Best Investment JokesWhy nine investment jokes? Because the 10th joke really wasn't that good.
October 14, 2019
Why Don't More People Want to Be Financial Planners?Misconceptions and lack of awareness of financial planning as a career are obstacles to growing the talent pool, TD Ameritrade finds in a study.
October 08, 2019
Fidelity Cuts Fees on 529 Plans and Launches Some New OnesThe eight new blended portfolios include active and passive investments.
October 07, 2019
It's FAFSA Filing Time AgainHelpful info for your clients: Students who file the FAFSA early tend to get more financial aid, according to Savingforcollege.com.
October 07, 2019
Gary Shilling: Time to Start Shorting the S&P 500Shilling suggests a small short position in the S&P 500, long positions in U.S. Treasuries and heavy cash holdings.
October 02, 2019
Envestnet MoneyGuide Adds Riskalyze, College Planning to MyBlocksThe Kickoff block will help high-school aged children of clients prepare to pay for higher education.
September 23, 2019
TIAA Names Former Treasury Official as Chief Compliance OfficerDavid Nason, also a former GE Capital exec, fllls the newly created chief risk and compliance officer position.