news.morningstar.com - 4/23/2009
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It's a dismal scenario: As college tuition continues to shoot up at an alarming rate, investors brave enough to open their 529 college savings account statements have likely seen a precipitous drop in assets. In the past, we've been able to laud the 529 industry for lowering fees, improving ...
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Thursday links: financial-services industrial complex
Abnormal Returns —
... market for private companies and other illiquid assets. (NYTimes.com, A VC)
Apple (AAPL) beats expectations and demonstrates the power of the iPhone brand to its partner AT&T (T). (24/7 Wall St., GigaOm, WSJ.com, Silicon Alley Insider)
The best and worst 529 college savings plans. (Morningstar.com)
Poor timing aside, a generally positive review ...
Ohio CollegeAdvantage 529 Plan Referral Code: Free $25
My Money Blog —
... to your child’s college fund if you open a 529 account with the Ohio CollegeAdvantage plan by May 31st, 2009 and fund with $25 of your own. Not only is the free money nice, but this is actually a very good plan in which I am making monthly automatic contributions. Rated a Top 529 Plan by Morningstar In a recent article The Best and Worst 529 College-Savings Plans by Morningstar, the Ohio CollegeAdvantage plan was rated in the top 5 plans: Features they liked included having a wide variety of investment options (including active/passive, multiple age-based options, and ...
Ohio CollegeAdvantage 529 Plan: Free $25 Starter Bonus
My Money Blog —
... if you open an account and deposit at least $25 by December 15, 2009. You can be a resident of any state, and there are no application or annual fees. Rated a Top 529 Plan by Morningstar In a recent article The Best and Worst 529 College-Savings Plans by Morningstar, the Ohio CollegeAdvantage plan was rated in the top 5 plans: Features they liked included having a wide variety of investment options (including active/passive, multiple age-based options, and even ultra-safe CDs), as well as low total expenses. In-state resident can also deduct up to $2,000 of contributions ...
529 Plan Promotion: Couples Get $150 Jumpstart to College Savings
My Money Blog —
... is offering some excellent incentives for those looking to start putting some money aside for college. Open to residents of any state, the best part is that this is one of the nation’s best 529 plans for those looking for low-cost investment options and a good customer experience. Here’s an example of how a couple can earn a free $150 jumpstart on their college fund. While I use the term “parent”, this would work for any two people - grandparents, aunts, brothers, friends, etc. Refer-A-Friend Bonus If you ...
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Oppenheimer bond fund losses hit college 529 savings plans
usatoday.com 1/2/2009 — The Oppenheimer Core Bond fund, (OPIGX) offered by 529 plans in Oregon, Texas, Maine and New Mexico, fell 36% last year, vs. a loss of about 5% for the average intermediate-term bond fund, according to Morningstar, an investment research firm. The ...
529 Plan and College Savings: Should We Contribute? | Prime Time Money
ptmoney.com 3/11/2009 — Written on March 4, 2009 – 6:00 am | by PT | With the arrival of our new baby, the question of whether to save for her future college education has been on our minds. We’re not dead set on a yes or no. Mrs. PT and I both paid for our college education ...
The Investment Contest You'll Never See - Morningstar - Fund Spy
news.morningstar.com 8/11/2009 — One potential explanation never entered the picture: Restrictions on the managers imposed by the funds' mandates, or by the managers' bosses. Unusually in the mutual fund world, those funds have very few limitations. For better or worse--and usually ...
These Funds Offer You a Break on Taxes - Morningstar - Fund Spy
news.morningstar.com 3/31/2009 — We fund investors get the short end of the stick on taxes. Buy a stock and you don't owe taxes until you sell it for a profit. Buy a fund and you could pay taxes long before you sell it. However, one benefit of last year's losses is that funds now ...
How To Work Full Time While You’re In College
thedigeratilife.com 1/23/2009 — A student in college shows us how he’s able to work full time while juggling a full class schedule. Here’s how he’s paying for college by working hard and playing hard!
SVB: I’d like to welcome Studenomist from Studenomics as ...
Looking For A College Fund Bailout
everythingfinanceblog.com 10/14/2008 — Wouldn't it be great if, just like a fat-cat banker on Wall Street, you and I could call up the Secretary of the Treasury and say "Well Mr. Secretary, it seems like the risk analysis I ran for the cost of my child's college education was WAY off, and ...
3 tips to start building a college savings account
(AP)
news.yahoo.com 10/10/2009 — AP - A new survey by online brokerage TD Ameritrade says college is the top reasons teens save their money. The results were a pleasant surprise to educators who are focusing on getting personal finance taught in schools. The survey indicated 78 ...
The True Cause of College-Tuition Inflation?
freakonomics.blogs.nytimes.com 4/22/2009 — For college students and their parents, the steady spike in tuition prices in recent decades has been not only troubling but mysterious: why on earth is tuition inflation double the general inflation rate? What's behind these huge tuition bills: ...
So Long, and Thanks For All the Savings
paul.kedrosky.com 10/1/2009 — So much for that brief U.S. dalliance with a higher savings rate. The latest BEA data shows that August personal savings rate in the U.S. fell to 3.0%. Here is a Bloomberg chart putting it all in context. To be somewhat more serious, and as the ...
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