Student Loan Debt
How advisors can help clients understand the burden of student loan debt and the best ways to reduce, eliminate or manage the debt load.
June 15, 2015
The 401(k) Loan: Friend or Foe for Clients?Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
June 15, 2015
Government vs. Private Loans for College: What Borrowers Should KnowSome private lenders are charging lower rates than the government this year, but beware the tradeoffs.
June 10, 2015
UBS Makes Case for Borrowing as an Investment StrategyIf 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade by borrowing cheaply.
June 05, 2015
Reverse mortgages in the hot seat againAs more baby boomers choose reverse mortgages to tap into their home equity, they need to understand the unique terms and features of this product.
May 28, 2015
Student loan debt seriously hurting retirement dreamsPre-retirees (55-64) and retirees (65-74) are carrying an unprecedented -- and quite terrifying -- amount of student loan debt.
May 22, 2015
5 things new grads should do when they get their first paycheckMany millennials need help taking advantage of retirement benefits and paying down bad debt.
May 19, 2015
Is It Prime Time for Floating-Rate Bank Loans?Today, many fixed income investors are seeking higher yields and protection against rising rates. Floating rate bank loans may be a timely solution.
May 19, 2015
These four charts show banks could lend more aggressively to millennialsTo lenders, millennials are like ugly-looking fruit: They may appear suspect, but on the inside they're just as good a bet as the next apple.
May 19, 2015
How Dave Ramsey's bad math leads to bad adviceA case study illustrates a simple truth: Sometimes debt is good.
May 15, 2015
SEC, FINRA Enforcement: Father, Son Used Golf Emails to Hide Insider TradingMeanwhile, the SEC charged for-profit education company ITT Educational Services with fraud.