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Financial Advisor Forum

Greece Takes Biggest Toll on Oil Prices, Not Stocks
By Scott Gamm | 07/06/15 - 4:04 PM EDT
U.S. stocks survive Greece's 'no' vote with only minor losses, but oil prices weren't as lucky.

Practice Management

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From Citigroup to JPMorgan, How Nuns Became Wall Street's Conscience
By Carleton English | 06/23/15 - 7:44 AM EDT
Wall Street exists to serve the needs of Main Street, says Sister Nora Nash. It's a belief she's spent years fighting to support at shareholder meetings nationwide.
Shark Tank’s Herjavec Still ‘Very, Very Bullish’ on U.S. Economy
Shark Tank’s Robert Herjavec, who also runs an Internet security firm, says the U.S. still provides the best opportunity for people to get ahead — if they work hard enough.
How to Make Money As a Whistleblower
The SEC has announced a new award out of its Office of the Whistleblower. Two informants will split $875,000 between them.
3 Amazing Clues That the Housing Market Recovery Has Abruptly Slowed
The U.S. housing market recovery has slowed, and not many average investors are taking notice. Sector-related stock prices have come under pressure. You should watch these THREE short videos that provide worrying clues on the state of housing right now.
Financial Advisor Background Checks Omit Crucial Information Under "Veil of Secrecy"
The FINRA BrokerCheck system excludes data regarding fraud, bankruptcies and more.

Wealth Management

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Easy Money Drives Up the Price of College Tuition, says New York Fed
By John Sandman | 07/06/15 - 10:57 AM EDT
New York Fed looks study looks for student loan asset bubble that mimics the housing bubble that led to the great recession.
Cutting Medical Costs Could Rely on Continuity of Care
A study on Medicare patients found that nearly 15% had undergone a potentially overused procedure, increasing their cost and risk. Slow and steady wins the race.
10 Least Expensive Destinations For Your Late-Summer Vacation
Summer vacation season is still in full swing, but dwindling vacation days and a stream of kids heading back to school makes late August a steal for travelers.
5 Must-Avoid Summer Destinations That Are Wildly Popular
If you hate crowds and high prices, steer clear of these destinations this summer.
Fed Rate Hike Is Nothing to Panic About
If the Federal Reserve raises the funds rate, it's going to have an effect on fixed income retirement investments such as bonds. However, all is not lost.

Advice From Financial Advisors

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Lenders Are Getting Generous With Home Down Payments - Should You Take Advantage?
By Brian O'Connell | 07/06/15 - 3:48 PM EDT
With the housing market heating up, lenders are willing to help buyers grab a down payment.
Defaulting on Federal Student Loans Means Your Salary Can Be Garnished
Student loan borrowers who are in a quandary because of a recent job loss should consider that paying their federal student loans a first priority.
Easy Money Drives Up the Price of College Tuition, says New York Fed
New York Fed looks study looks for student loan asset bubble that mimics the housing bubble that led to the great recession.
Cutting Medical Costs Could Rely on Continuity of Care
A study on Medicare patients found that nearly 15% had undergone a potentially overused procedure, increasing their cost and risk. Slow and steady wins the race.
10 Least Expensive Destinations For Your Late-Summer Vacation
Summer vacation season is still in full swing, but dwindling vacation days and a stream of kids heading back to school makes late August a steal for travelers.

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