Beth V. Walker

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The Problem with College Planning

Most advisors don't have adequate college-planning training. The result? Families are left short on cash flow, says advisor Beth V. Walker.

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

Trusts Can’t Protect All Inheritances

Trusts don’t teach lessons that are required to maintain and honor wealth, says our columnist. (By Deborah Danger)

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SEC Charges Investment Advisors for Overstating Use of AI

The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.

JPMorgan Fined $348 Million for Lapses in Trade Monitoring

The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.

Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why

It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.

Judge: Minority-Business Agency Can’t Consider Race

A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.

IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense

Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.

Annuities Continue March Upward

Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.

Financial Discipline Among Americans Sliding, Study Shows

People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.