College Savings Archives - Adviser Investments

Investing for Life

College Savings

Student Loan Forgiveness

June 19, 2020

Skyrocketing college costs have left many graduates paying off loans for decades—but there may be a light at the end of the debt tunnel courtesy of the federal Public Service Loan Forgiveness program (PSLF). The program is aimed at helping college graduates who choose careers in public service (defined below). If such …

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Did Your Adviser Take a Payroll Relief Loan?

May 27, 2020

Special Podcast: Dan Wiener and Jim Lowell—Why Are Markets Rising in a Recession?

The COVID-19-related economic decline is undeniable. We’ve seen unprecedented unemployment, record drops in consumer spending and rampant speculation that many businesses and jobs aren’t going to survive the pandemic’s economic shock. Yet stock market prices have gone higher …

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Financial-Aid Deadlines Approach

February 28, 2020

One of the best long-term investments you can make is in higher education. If you’ve got a prospective college student in your household, you’ve either heard, or know first-hand, how daunting the process of finding and applying for financial aid can be. One crucial step that all prospective students should take is …

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Popular 529 Plans Reviewed

February 5, 2020

Fidelity Adds Fractional Shares

Fidelity is making higher-priced securities accessible to people with less cash on hand. The firm is the latest in a wave of investment companies adding fractional share trading to their brokerage platform—though only through its mobile app. Fractional share trading allows investors to purchase a set dollar …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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Financial Planning in Your 40s

November 5, 2019

With age comes greater wisdom, they say, and greater responsibility. You’re well-established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents you’re looking out for. In addition, you’re now halfway towards traditional retirement age. That’s a lot to manage—and financial …

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