Updated Monday, July 6, 2015 as of 9:29 AM ET
The Obamas' Portfolio: How Do Your Clients Stack Up?
Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.
More in College Savings Plans
The vast majority of Americans cannot afford to send their children to college, finds Edward Jones' fourth annual 529 Plan Awareness Survey. Here's how to help your clients. more »
Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds. more »
Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider. more »
Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns more »
Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank more »
3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses more »
What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch more »
Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds. more »
The July Issue is now online!


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