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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Which Cities Have the Longest and Shortest Commutes?

Taking the car is faster and more expensive than using public transit, the Coast study of 100 U.S. metro areas confirms.

Former Army Financial Counselor Guilty of Defrauding Service-Member Survivors

He manipulated members of at least two dozen Gold Star families into transferring $9.9 million of benefits into accounts he controlled.

What’s Up with U.S. Energy Shares?

U.S. energy shares have soared this year, roughly double the amount of the broader S&P 500 index. Here's why.

Thera Elliott joins Raymond James Financial Services

The Boca Raton-based independent advisor switches from Wells Fargo, where she managed $105M in client assets.

Schwab AUM Fees Up, Profit Down

Schwab had a difficult 2023, the most challenging year for the company since the internet bubble burst in 2000, according to CEO Walter Bettinger.

Vermont Seeks to Mandate Workplace Retirement Plans

Vermont is looking to partner with Colorado to jumpstart its new auto-IRA program for private-sector workers.

Charitable Contribution Tax Scheme Ends in 8-Year Prison Sentence

The scheme, "The Ultimate Tax Plan," purported to offer high-income clients a way to reduce their taxes through false charitable deductions.