Where there is one, there could be many. | Norrabhudit/iStock/Thinkstock When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory to any hint of bad news: “Where you find one cockroach, there are...

The surprising flexibility in the design of charitable gift annuities permits a donor to achieve his financial and philanthropic goals. In my June 2015 column, I reviewed the goals and aspirations of the three “Harrys’.” Harry...

Not wrong, just early. | Copyright Scott Olson, Getty Images Predicting calamity for the financial markets is a regular sport. Some even manage to turn doomsaying into a profitable gig selling newsletters, gold vaults and investment strategies...

State universities are competing aggressively for the children of your affluent clients. 

I did what? | AKodisinghe/iStock/Thinkstock There’s so much chatter about the flood of cybersecurity threats around financial services firms, and the technology that can hold it at bay, it’s easy to forget most lapses are the result of persona...

Title IV financial aid benefits linked to students’ actual ability to pay off debt post-graduation.

Put clients at ease by dispelling these commonly held beliefs about the college admission process. 

If he was a stock ... | Copyright Elsa, Getty Images If you focus too much on getting the top prospect, you’re going to overpay and underperform, says Raife Giovinazzo, the director of research at Fuller & Thaler, and Richard Thaler, principal...