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Volatility looks cheap and risky
Breakfast with Benjamin: Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
Failure to launch hurts all of us
The impact of thie rising tide of student debt is widespread, increasing the need for sound financial advice.
Investors rush to safety in gold as Iraq falls
What's for Breakfast with Benjamin? The Iraq crisis hits another asset but in a good way. Plus: Oil spikes to nine-month high, a looming student loan crisis, how Goldman cashed out early on Alibaba, and a tribute to dads.
Oil spikes to a three-month high as Iraq's stability crumbles
Breakfast with Benjamin:Oil spikes as Iraq's stability crumbles. Plus: Hedge funds bristle at Obama's latest executive order, the significance of the Dow at 17,000, how active managers are helping index investors, and quantitative analysis is being applied to golf scores.
Behind the drop in college admission rates
Plus a primer on the increasingly complicated financial aid and application processes.
529 plans an easier sell for advisers as equity markets shine
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, of course, “stoked” the increase in assets under
Now it's the grandparents who are saving in 529 plans
66% are chipping in a significant amount to their grandchildren's education.
Nitty-gritty of claiming college tax credits
With the $2,500 American Opportunity Tax Credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. But claiming it requires coordination with distributions from 529s and education savings accounts.
Some 529 college savings plan fees likely hit bottom
After demanding a reduction in administrative and investment costs, some states are now offering plans with such low fees that they are barely profitable for managers, one expert says.
Regulator pushes for more fee disclosure from 529 college savings plans
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 of information from the nation's 529 plans by Aug. 30,
529 college savings plans graduate
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 $166 billion in 2012, when plan assets grew by 25%. The
College saving programs make changes as assets continue to rise
College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets.
Morningstar to launch indexes to track college savings plans
Yardsticks for conservative, moderate and aggressive investment paths for seven different age-based portfolios on tap.
Wake up and seize the opportunity
It amazes me that the financial planning profession puts so little emphasis on understanding and delivering advice centered on saving and paying for college.
Seeking help for college
More American families are asking financial advisers for help saving for college, and nearly all those families have accumulated much more toward their goal than the typical family, according to a Fidelity Investments survey.
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