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.
Sticker Shock: 71% of Parents Say College Is Too Costly
By Bernice NapachCollege is absolutely necessary but at the same time unaffordable, says Brian Schwartz, an HSBC financial advisor.
July 06, 2015
Student Aid May Be to Blame for Sky-High College Tuition: NY FedA New York Fed study finds that the increased availability of subsidized loans and Pell Grants explained 55% to 65% of rising tuition costs.
July 06, 2015
Bill Gross on Greece: 'Grexit' Might Be Best-Case ScenarioGross talked about what Greeces No vote means for the country and the eurozone and why the markets reaction isnt as calm as it appears.
July 02, 2015
OverSavers anonymous: Where prudent savings meets pathologyThe classic example of financial hoarding: keeping more cash than necessary, even if youd be better served by paying off debt or investing.
June 29, 2015
Government Claims China Debt Issue Under ControlMany investors are watching Chinas internal debt burden as they enter the second half of the year. Here are some of the key points.
June 29, 2015
Financial Illiteracy: The Local SolutionPershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
June 29, 2015
Which College Majors Are Solid Investments?Choose carefully if you want to be an advisor or anything else.
June 29, 2015
College Savings Demystified: The Devil Is in the DetailsCollege tuition presents one of your clients largest pre-retirement expenses, so be prepared for the detailed situations that will round out their individual funding scenarios.