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.


FEATURE

Maximizing the higher education tax credits

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

SPONSORED REPORT

Solving the lease accounting challenge

The challenges of the new lease accounting standard have been pervasive to say the least. In this free, independently-written report, you'll learn effective adoption strategies as well as resources for easing the transition to the new standard.