Thought Leadership Resource Center
Sending your son or daughter off to college is an exciting milestone! Here’s a checklist of important topics to cover with your college students to ensure your family is prepared for this significant back-to-school transition.
Read MoreWith the kids going back to school, many parents are coming down from the summer fun and realizing they are one year closer to paying for college.
Read MoreCollege planning and high net worth families typically aren’t two topics combined in the same writing. Most families in this category plan to either pay tuition costs from current assets they have already accumulated or to simply pay it out of current cash flow. However, there may be situations where families are paying more than they need to and may be ill advised to forgo the college planning process all together. There are various strategies that all families should take for college planning regardless of the size of their balance sheet. This post will focus on 5 considerations for college planning for HNW families:
Read MoreOver the last month or so, the Coronavirus outbreak has reshaped our world. As we come to terms with our new normal, there are still many financial planning considerations that need to be addressed within this new context. One of those topics for individuals with children is College Planning. While Universities across the nation have either shut down intermittently or shifted to online coursework, the question is how this change will impact your plan. While there are College Planning related legislative changes that have been enacted to soften the blow of this market downturn, a large factor to consider is the timeline of when funds are needed. This post will explain the coronavirus effects on College Planning by period of time until college begins.
Read MoreDisclosures:
THIS COMMENTARY HAS BEEN PREPARED BY CLEARWATER CAPITAL PARTNERS. THE OPINIONS VOICED IN THIS MATERIAL ARE FOR GENERAL INFORMATION ONLY AND ARE NOT INTENDED TO PROVIDE OR BE CONSTRUED AS PROVIDING LEGAL, ACCOUNTING, OR SPECIFIC INVESTMENT ADVICE OR RECOMMENDATIONS FOR ANY INDIVIDUAL. ALL ECONOMIC DATA IS DERIVED FROM PUBLIC SOURCES BELIEVED TO BE RELIABLE. TO DETERMINE WHICH INVESTMENTS MAY BE APPROPRIATE FOR YOU, PLEASE CONSULT WITH US PRIOR TO INVESTING. INVESTING INVOLVES RISK WHICH MAY INCLUDE LOSS OF PRINCIPAL. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities, insurance products, or to adopt any investment strategy. The opinions expressed are as of the date of writing and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Clearwater Capital Partners to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index. S&P 500 is a registered trademark of Standard & Poor’s Financial Services, a division of S&P Global (“S&P”) DOW JONES, DJ, DJIA and DOW JONES INDUSTRIAL AVERAGE are registered trademarks of Dow Jones Trademark Holdings (“Dow Jones”). The two main risks related to fixed-income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments.
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