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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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What is the difference between Momentum Trading and Value Investing?
Momentum Trading is a strategy in the investment world were traders will only concern themselves with the “hot picks” of the day, the high percentage and volume movers of that trading session. Traders in this …
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- client relationships
- educational savings
- financial advisors
FAFSA Changes Impact Strategies to Save and Pay for College
by Ryan W. Smith The Free Application for Federal Student Aid (FAFSA) has become an annual rite for all college-bound students since its creation in 1992. The form, which parents fill out annually with income, …
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- client relationships
- educational savings
- financial advisors
I have a 529 plan in my child/grandchild/sibling’s name. How will FAFSA changes impact that account?
There are two main aspects of FAFSA and 529 College Savings Plans that are impacted by the FAFSA changes. The first deals with the Expected Family Contribution (EFC) amount derived from FAFSA information. The EFC’s …
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- client relationships
- college savings
- crisis management
Am I still going to need to amend the FAFSA a few months after filling it out because I just filed my taxes?
Beginning with the 2017-2018 academic year, the FAFSA will use a two-year lookback. For example, 2016 and 2017 tax information would be used for the necessary portions of the 2017-2018 forms. This will prevent the …
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- client relationships
- college savings
- crisis management
Significant changes have been made to the FAFSA form in the past year. What are some of those changes?
From 1992 until 2016, the FAFSA was filled out by parents after January 1 each year, based on the prior year’s tax forms and updated once taxes were filed. For example, the FAFSA due January …
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- client relationships
- financial advisors
- financial analysis tools
For Those About to Retire, Things Will Be Very Different
by Ryan W. Smith As the U.S. population ages, the likelihood of retirees outliving their retirement savings grows substantially. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth of …
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- client relationships
- crisis management
- financial advisors
What type of impact will Social Security cost-living-adjustment methodology changes have?
In late 2016, the Congressional Budget Office (CBO) revised its long-term outlook for Social Security. This move, lowering cost-of-living increase for future payouts, makes it more important than ever for advisors and investors to focus …
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- client relationships
- financial advisors
- financial analysis tools
How do Americans think they are doing regarding their retirement savings plans?
Many Americans are fully aware they are behind in retirement savings, while a small minority admits they do not know at all where they stand. According to the Investment Management Consultants Association (IMCA) in a …
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- client relationships
- financial advisors
- financial analysis tools
Are Americans and their financial advisors talking about retirement planning enough?
No, according to the Investment Management Consultants Association (IMCA) in a recent report detailing its yearly survey of 1,000+ members. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth …