Welcoming the ABLE Act

Welcoming the ABLE Act

Congress has done little since the passing of the Americans with Disabilities Act of 1990 to improve the lives of those with disabilities. With the one exception being the Affordable Care Act of 2010, which was not directed at the special needs community, it is difficult to find other legislation that specifically benefits this group. Now we have the 2014 Stephen Beck Jr. Achieving a Better Life Experience (ABLE) Act. This article highlights what the Act is, what it isn’t, and who stands to benefit from its existence. First, it is important to acknowledge that the Act will have very little impact on an individual with special needs achieving a better life experience. The Act’s title was ...

Oak Wealth Advisors and Accountability

Oak Wealth Advisors and Accountability

Accountability is important. It is for this reason we have been disappointed by the media’s failure to hold their “experts” accountable for the recommendations and predictions that they issue. In the past, we have written about the underwhelming investment recommendations published by Barrons from their annual roundtable of experts. We have also highlighted the inability of Morningstar to publish rankings that accurately predict the future success of specific mutual funds. While we have emphasized the folly of following the predictions of others, until now, we have not critically reviewed our recommendations to clients that we have published. As fiduciaries, Oak Wealth Advisors has a ...

Trends in College Pricing 2014-15

Trends in College Pricing 2014-15

Download Full PDf Between 2013-14 and 2014-15, average published tuition and fee prices increased by 2.9% for in-state students in the public four-year sector, by 3.3% for out-of-state students in the public four-year sector and for in-district students at public two-year colleges, and by 3.7% at private nonprofit four-year institutions. These increases are higher than the 2.0% increase in the Consumer Price Index between July 2013 and July 2014, but in all sectors these price increases are lower than the average annual increases in the past five years, the past 10 years, and the past 30 years. Trends in College Pricing 2014 reports on the prices charged by colleges and universities ...