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.
Honoring Advisors Who Serve(d): Fourth of July, 2017
By Ronald PechtimaldjianThinkAdvisors yearly slideshow honors 24 military veterans this Fourth of July who also serve in the financial advisory industry.
June 12, 2017
US Has Until at Least September to Lift Debt Cap, Analysts SayTreasury Secretary Mnuchin said Friday the government has backup plans if Congress doesnt raise the cap before lawmakers leave for August recess,
June 12, 2017
Puerto Rico Strikes Deal With Development Bank's BondholdersThe governor's office says creditors of the insolvent government development bank have agreed to accept losses in exchange for new securities.
June 07, 2017
Money Manager Predicts Japan Will Restructure Its DebtDouglas Peebles says intra-national debt problems are easier to handle than international problems.
June 06, 2017
Trump Picks Former Banker for Comptroller of the CurrencyJoseph Otting was CEO of OneWest, when it operated under a consent order from the OCC due to unsound mortgage servicing and foreclosure practices.
May 31, 2017
To Involve the Family in Financial Planning, Start With These 3 TopicsThese tips will help you engage the next generation of clients in planning for the most critical financial stages in life.
May 24, 2017
Trump Budget Would Increase College Costs, Loans for ManyIt would do so primarily by the changes and cuts made to college loan programs and repayment plans.
May 24, 2017
70% of Americans Question Financial Pros’ TrustworthinessInvestors knowledge of investment fees is low and odd notions are rampant, Personal Capital finds.