Results for "college savings"

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Morgan Stanley bets big on stocks

September 2, 2014

Morgan Stanley gets ultra-bullish, says the S&P's 200% climb off the bottom is just the beginning. S&P at 3,000 is possible Millennials are losing ground in retirement planning by living in the moment. Financial advisers have their work cut...

Top adviser-sold 529 college plans

August 25, 2014 recently ranked the top adviser-sold Section 529 college savings plans based on their five-year performance. Each plan’s composite ranking is based on the average of its percentile ranking in seven asset allocation categories....

Volatility looks cheap and risky

July 10, 2014

Volatility looks like the last cheap asset class. This could be a really good opportunity, or a really bad sign, or both. Its lowest level since 2007 Barclays bets on women with an index and exchange-traded note that offers concentrated exposure...

7 ways to help clients tackle student loans

June 16, 2014

Advisers have a tough task in helping young clients prioritize money outlays, with goals of paying off student debt potentially competing with buying a home and saving for retirement. These tips address the core considerations of planning for...

Failure to launch hurts all of us

June 15, 2014

The debt levels of college graduates have reached crisis proportions. The issue was highlighted last week when President Barack Obama expanded a program in which 5 million more college graduates will be able to cap their annual college loan...

Investors rush to safety in gold as Iraq falls

June 13, 2014

Gold shines as Iraq deteriorates. The price of the precious metal is heading toward its first back-to-back weekly gain since April. Investors move toward safe-haven positions Oil prices jump to a nine-month high as Islamist militants try to...

Oil spikes to a three-month high as Iraq's stability crumbles

June 12, 2014

Oil jumps to a three-month high as militants march on toward Bagdad. This can't be good. The insurgency is hitting financial markets and global currencies Hedge funds are taking issue with Obama's student loan plan. The President's latest executive...

Behind the drop in college admission rates

June 1, 2014

When college admissions decisions were finalized this spring, Stanford University, one of the most prestigious universities in the world, admitted a record low percentage of students, a mere 5.9% of its 42,167 applicants. Harvard, Yale, MIT,...

529 plans an easier sell for advisers as equity markets shine

May 29, 2014

Americans continue to invest their college savings dollars through tax-advantaged Section 529 plans, with assets nearing $200 billion at the close of 2013, a 20% boost from the year before, according to Morningstar Inc. Equity market gains,...

Social Security training course covers program nuts and bolts

April 8, 2014

A few weeks ago, I wrote about a promising new Social Security training program for financial advisers and vowed to report back with my thoughts after taking a one-day online course. I was impressed with the scope of material covered during...

Passive investments now available in adviser-sold 529 plans

March 24, 2014

Advisers have a new, cheaper portfolio option for clients who invest in Rhode Island's $7 billion college savings plan. Starting Monday, the adviser-sold Section 529 college savings plan CollegeBoundFund offers an age-based investment that tracks...

CFP Board moves to strengthen academic underpinning of planning profession

March 13, 2014

The Certified Financial Planning Board of Standards Inc. will establish a new doctoral program, launch an academic journal and explore the feasibility of an academic center, the organization said Thursday. The moves are part of the CFP Board’s...

Ranking the top 10 529 plans - Ranking the 10 biggest 529 plans

March 11, 2014

Assets in 529 college savings plans are up to $204.5 billion as of the fourth quarter of 2013, according to Strategic Insight. This would represent a 6.9% increase in assets from the third quarter, and a 21.3% increase compared to the fourth...

Now it's the grandparents who are saving in 529 plans

March 11, 2014

As parents across the country struggle to save up for the soaring costs of college, some may be overlooking a surprisingly lucrative fundraising strategy: guilt-tripping the grandparents. About two-thirds of grandparents whose grandkids plan...

Nitty-gritty of claiming college tax credits

March 9, 2014

Clients who are paying for college may be eligible to claim the American Opportunity Tax Credit, worth up to $2,500 per child, and with the credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. However,...

Some 529 college savings plan fees likely hit bottom

March 5, 2014

The fees investors pay in their Section 529 college savings plans may have hit bottom in certain states. Over the past decade, states renegotiating the management of their 529 plans have demanded a reduction in administrative and investment...

Regulator pushes for more fee disclosure from 529 college savings plans

February 25, 2014

Federal regulators next year will begin collecting additional data from the underwriters of 529 college savings plans, but the information won't immediately be made public. The Municipal Securities Rulemaking Board will collect the first batch...

How to help minority financial planning students get jobs

February 24, 2014

Advisers can help the financial services industry boost its historically poor ethnic diversity even without making those hires themselves. Minority financial planning students need help polishing their communications skills, according to Luke...

529 college savings plans graduate

December 23, 2013

Like the customers they are designed for, college savings plans are growing up. The largest 529 plans had $193 billion as of Nov. 30, according to new research by Morningstar Inc. for 63 plans that represent 98% of the market. That is up from...

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