College Planning

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Strategies, tools and tips for more effective college planning.
 

Five Secrets Colleges Are Keeping From You

  • Jan 20, 2015
    blog

    Should you Get Fired For Beating the Market?

    Your clients shouldn’t jump for joy or reward you with a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should fire you instead, argues one financial advisor....More
  • Dec 18, 2014
    blog

    The Daily Brief: What's Your Succession Plan?

    The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business....More

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