Hands-Off Investors


ar from being day traders, most participants in 401(k) plans are content to sit tight and leave their allocations alone, according to a Wharton School of Business study. Eighty percent made no trades in two years, and 10% made only a single trade, researchers found. The study analyzed retirement accounts managed by the Vanguard Group in 2003 and 2004.

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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.

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Maximizing the higher education tax credits

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