Investing basics
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Understanding financial aid for college
Do you think you make too much money for your child to receive financial aid? You probably don’t. Over 60% of families earning more than $100,000 a year received financial aid.
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What is inflation and why does it matter to investors?
Inflation is the rise in prices of products and services that people use every day. When the cost of basic items goes up, individuals simply can’t buy as much as they could before. Here’s what you need to know about this closely watched economic indicator.
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4 things to know about municipal bonds and muni bond funds
Federal tax changes have sparked new interest in municipal bonds and muni bond mutual funds. We explore the key things to know about munis and their potential tax advantages.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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