What the public




Investors' Knowledge—
or Lack of It

A survey of 800 401(k) participants gave some insights into the general level of investment knowledge and participants' practices. Financial planners should note the poll revealed that plan participants are becoming more comfortable with equities but don't know how to use fixed-income investments to balance risk.


SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.