Education Savings

  1. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. ...
  2. North Carolina 529 College Savings Plan: Investment ...

    Learn about the 529 North Carolina College Savings Plan, complete with a summary ...
  3. Student Debt Passes $1 Trillion: Is College Worth ...

    As tuition rises faster than any other U.S. commodity in the past few decades, students ...
  4. Iowa 529 College Savings Plan: Investment Plan ...

    Learn about investment options for the Iowa 529 College Savings Plan and how they ...
  5. CollegeChoice Advisor 529 Plan: Investment Plan ...

    Learn about the CollegeChoice 529 Advisor Plan investment plan options and how they ...
  6. 3 Signs You're On The Right Track Financially ...

    Understand what you need to do to stay on the right financial track once you reach ...
  1. Hillary Clinton's Liberal Orthodoxy

    Clinton's economic agenda laid out in July is divided into three broad groups: strong ...
  2. College Tuition vs. Investing: Is It Worth It?

    With the rising cost of college and questionable career prospects awaiting college ...
  3. What Is Sallie Mae And How Does It Work?

    Sallie Mae is the only game in town for some would-be college students seeking loans, ...
  4. Want A Career In Asset Management? Read This ...

    When it comes to landing that job at an asset manager, not all degrees are created ...
  1. Education Savings Account Tutorial

    This comprehensive guide goes through what an Education Savings Plan is and how to ...
  2. 529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute ...
  1. Can I roll a Traditional IRA into a 529 college account for my grandchild?

    The short answer: Not without paying taxes. But as with much of the tax code, there are various nuisances and exemptions ...
  2. Can minors invest in mutual funds?

    Learn how UGMA or UTMA accounts including mutual funds can be set up for minors through a guardian who oversees the account ...
  3. What are the risks involved in a banker's acceptance?

    Learn about the different kinds of college savings accounts, how they can benefit a college saver and how to open these savings ...
  4. Who benefits the most from prepaid expenses?

    Learn who benefits most when expenses are prepaid. Individuals and businesses often make payments, such as rent or insurance, ...
Hot Definitions
  1. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  2. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
  3. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  4. Sharing Economy

    An economic model in which individuals are able to borrow or rent assets owned by someone else.
  5. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
  6. Treasury Inflation Protected Securities - TIPS

    A treasury security that is indexed to inflation in order to protect investors from the negative effects of inflation. TIPS ...
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