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.
December 22, 2010
Twas an Advisor’s Night Before ChristmasIn a reworking of Clement Clark Moore’s classic, tis the season to be jolly, and to hold off worry about 2011.
December 21, 2010
Mortgage Default Rate Rises in NovemberThe month of November saw the first increase in mortgage defaults since December of 2009, according to data released on Tuesday by Standard & Poor’s and Experian.
December 17, 2010
Moody’s Slashes Ireland’s Rating 5 Notches as EU Leaders MeetIn the wake of the approval of the EU-IMF rescue package for Ireland on Thursday, Moody’s on Friday slashed Ireland’s credit rating—not by an expected position or two but by five levels, from Aa2 to Baa1.
December 17, 2010
Americans Unprepared for Financial Shocks, Says Dartmouth’s Lusardi: The Weekend InterviewDr. Annamaria Lusardi, a Dartmouth professor, spoke with AdvisorOne about FINRA's Investor Education Foundation survey, and insights on people’s financial behavior.
December 15, 2010
Moody’s May Downgrade Credit Rating of SpainMoody’s warned Spain on Wednesday that it might be in for a ratings downgrade, bringing that nation unwelcome attention before the start of a summit meeting of European Union (EU) leaders on Thursday.
December 14, 2010
Moody’s Threatens Credit Downgrades for Belgium, U.S.Ratings agencies piled on the gloom early in the week as Moody’s maintained its negative outlook on Spain’s banking system and warned on Monday that the U.S. might be in for a downgrade in its credit rating if the tax cut deal becomes law.
December 09, 2010
Top 6 Financial Gifts for a Happy, Prosperous, Holiday SeasonA thoughtfully selected gift that helps ease a loved one’s or a charity’s financial burden can’t go amiss. Here are the top 6 financial feel-good gifts to give this holiday season.
December 01, 2010
T. Rowe Price Economist Alan Levenson’s Outlook on Taxes, QE, EuropeTaxes and the U.S. deficit, China, QE II and the crisis in Euroland were some of the topics that T. Rowe Price Vice President and Chief Economist Alan Levenson touched on at a breakfast for the news media in New York on Wednesday.
November 23, 2010
As 'Family' Evolves, College for Financial Planning Announces Designation for Unmarried Couples PlanningThe College for Financial Planning announced Nov. 9 that it was offering a designation for advisors to assist unmarried heterosexual and same-sex couples with their...
November 15, 2010
NAIC Seeks Comments on Holding Company ActThe National Association of Insurance Commissioners executive committee is considering a model that could affect the way regulators oversee insurance holding companies.