12/9/2014 | 1:30 PM
12/3/2014 | 12:00 PM
Many Foster Group clients use Iowa’s 529 Plan, College Savings Iowa (CSI), to save for their children’s and grandchildren’s future college education expenses. CSI remains an excellent option for Iowa residents to utilize as it provides both immediate tax deductions for certain contributions and virtually tax-free accumulation for future qualified higher education expenses. In addition, Vanguard as the investment provider, creates high-quality, low-cost investment portfolios for program participants.
12/1/2014 | 12:36 PM
Read. This. Now. Well written, Mr. Ritholtz. Knowing how this applies to your advisory relationship can be critical to your investment success and pursuit of life goals. Don’t assume you have a fiduciary representing you.
11/19/2014 | 10:26 AM
I ran across two interesting stats; well, two numbers, really, as reported in Bloomberg Businessweek:
$25,000 & $13,000.
11/4/2014 | 4:31 PM
Author’s note and warning: Heavy, heavy sports analogy follows.
I am an avid baseball fan and die-hard Kansas City Royals supporter. Even if you don’t follow sports, you probably were aware that the Royals made it all the way to the World Series. The epic seven-game series against the San Francisco Giants ended in a heart-breaking 3-2 defeat in the final, and deciding, game seven.