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.
Using Irrevocable Trusts to Pay for College: One Important Caveat
By Adrienne PentaUsing an irrevocable trust to pay for a child or grandchild’s education has many benefits. However, there is one important caveat.To accomplish the…
February 24, 2016
Debt of Older Americans Surges: New York FedDebt among older Americans more than doubled between 2003 and 2015, even as it shrunk among younger people, a New York Fed report shows.
February 22, 2016
13 Public Colleges With the Best ROI: Princeton ReviewGraduates of these schools can expect great career prospects and don't have to mortgage their futures to pay for their degrees, The Princeton Review says.
February 22, 2016
Goldman Says 40% of Its Lending to Oil and Gas Firms Is JunkGoldman Sachs has $1.5 billion in loans to energy companies rated below investment grade and $2.7 billion in unfunded commitments.
February 22, 2016
Fear and loathing of negative-yield debt: Bond trader’s dilemmaIn Japan, almost two-thirds of government debt securities have negative yields.
February 22, 2016
LTCI Watch: Zombie loansSetting big banks' interest rate at a negative number is a silly way to try to help the economy.
February 22, 2016
LTCI Watch: Zombie loansSetting big banks' interest rate at a negative number is a silly way to try to help the economy.
February 17, 2016
How to become a ‘trusted source’ for reportersHave you ever read a news story and spotted fellow financial advisors providing their expert advice? How did they become trusted sources?