Investing basics
-
Budgeting for the hidden costs of college
When the time comes to plan for your child’s college education, there are a number of expenses that are more or less predictable. But there are many more hidden costs that are harder to plan for.
Read more -
What is liquidity and why is it important?
What is liquidity, why is it important and how can you tell a liquid asset from an illiquid one? We share the basics here.
Read more -
The benefits of working with a financial advisor
A recent survey suggests that working with a financial advisor may yield better outcomes than doing it yourself, especially when it comes to saving for retirement. Here’s what we found.
Read more -
What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory (MMT)? Learn both sides of the debate on an unorthodox approach to economic policy.
Read more -
Plain English, please: stock market jargon explained for average investors
It can be hard for an average investor—and even many professionals—to make sense of the jargon you encounter about investing. Here's a look at key stock market terms, from bull and bear markets to P/E and P/B ratios.
Read more -
What you can—and can't—pay for with your 529 college savings plan account
One of the key benefits of a 529 college savings plan is that all distributions used to pay for qualified education expenses are federal tax free.1 Have questions about what is and isn’t a qualified education expense? You’re not alone. Here’s a basic primer on common expenses.
Read more -
8 ways to help minimize college costs
The cost of a college education is a big concern of parents and students alike. But there are many ways you can reduce the costs., including the 8 described here.
Read more -
Understanding strategic beta
While the category may feel relatively new, the concepts driving this most contemporary of investment approaches have roots that are decades old.
Read more
-
Tips to help reduce your (or your child’s) student loan debt
Americans owe a lot of money to their student loan lenders. In fact, they owe more on their student loans than they do on their credit cards or car loans.
Read more -
5 myths about 529 college savings plans
Although 529 college savings plans have been around for more than 20 years, many parents don’t understand a lot about them. Learn about some of the more common myths.
Read more