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.
Mega Millions? Meh.
By Bill CoffinRight now, there are a few very lucky, very wealthy people who I hope will find the right kind of financial advisers to steer them through the dangers of suddenly accumulated wealth.
April 25, 2012
Liars, Cheaters and ThievesJanet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.
April 25, 2012
How to Grow Your Practice in the African-American Market: Be SeenHow can you find clients in the rapidly growing African-American market? Think like your prospects think, and get active in your community.
April 25, 2012
How to Grow Your Practice in the African-American Market: Be SeenHow can you find clients in the rapidly growing African-American market? Think like your prospects think, and get active in your community.
April 24, 2012
Doubleline’s Gundlach Delivers Bleak Outlook on Nation’s Debt: IMCA ConferencePunctuating his comments with quotes from Shakespeare, Doubleline Funds Jeffrey Gundlach offered sobering testimony Tuesday about the current debt and deficit crisis in the United States and abroad.
April 19, 2012
An F in EconomicsIt turns out that the next generation of economists don't know enough about economics to plan for their own retirement.
April 17, 2012
Survey: Americans' Financial Security Edges Up, Marking Fourth Consecutive RiseImprovements in savings and optimism about college funding helped drive the overall increase, the survey says. Just over half (53%) were able to set aside money for savings this month, a three-point increase from February. This is the most Americans were able to save since October 2008.
April 16, 2012
Citi Reports Record Revenue Led by International TransactionsThe bank said Monday that it made $2.9 billion in the first three months of the year, or 95 cents per share, which includes a $1.3 billion accounting charge that Citi took because the value of its debt increased.