Teen Brokerage vs. UTMA: Key Differences Explained
Key Points Teen brokerage accounts like Fidelity Youth are owned and controlled by the teen, while UGMA/UTMA custodial accounts are owned...
Idaho Approves Largest Tuition Hike in Three Years
Idaho’s State Board of Education approved tuition increases of 4.4% to 4.7% across the state’s four-year public universities on...
Fed Holds Rates Steady In Rare 8-4 Split: What It Means For Savings, CDs, And Mortgages
The Federal Reserve held the benchmark federal funds rate steady at its April 29 meeting, but the decision came with a rare 8-4 dissent,...
Best 12-Month CD Rates for April 29, 2026: Up to 4.15%
Certificates of deposit (CDs) remain one of the most reliable short-term savings tools, especially for those seeking guaranteed returns as...
Education Secretary McMahon: 1 in 4 Student Loan Borrowers Now Delinquent or in Default
Education Secretary Linda McMahon faced sharp questioning from senators on student loan repayment, FAFSA fraud prevention, and proposed...
Using Exchange Funds To Diversify Concentrated Securities (And When It’s Better To Sell Instead)
A client whose portfolio is highly concentrated in a single large holding with sizable embedded capital gains presents a multilevel...
10 Least Expensive Colleges In 2026: Six Charge $0 Tuition
Where can you find the least expensive colleges in 2026? With college sticker prices still climbing year after year, finding cheap schools...
The Rise of Arrogant Listing Agents in A Hot Real Estate Market
After the final day of swimming and tennis at the sports club we’re dropping, I took my kids to an open house in San Francisco. My...
Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently: #FASuccess Ep 487 With Lori Atwood
Welcome everyone! Welcome to the 487th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lori Atwood....