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  • Welcome to the Professor Forum!

    ​This online community is a space specifically for professors to engage with professors to share and receive relevant information that will help you engage your students as they work toward a career in financial planning.

    Create the conversations and focus on the topics most pertinent to you. Start a new discussion with your fellow professors today. ​​

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Community Blogs

  • Written by Schwab Trading Services in 2016 with a couple of edits by Ian Schaff for 2018 Full Count: How Pitchers & Traders Are Alike Baseball season is April 1st to the beginning of October 1st. So what does the guy on the mound have in common ...

    1 person likes this.
  • Please be aware ... (1) The U.S. Department of Labor's rules have only been  partially  delayed (now, until July 2019). (2) While changes to the rules are expected before they are fully put into effect, including new or modified "streamlined" ...

  • I have a client whose 2 sons (ages 2 and 4) are set to inherit around $4M each in two years.  The parents only concern is what is best for the kids long term.  They just met with and estate planning attorney who is encouraging them to put the money into ...

  • Hello everyone, I thought I would send out a short memo on three slides that have had an enormous impact on my understanding of markets and key investment principles.  We know that our clients and individual investors are quickly becoming more cost ...

    3 people like this.
  • This post originally appeared on my blog, www.scholarfp.blogspot.com. I have updated it to reflect recent discussions and events. Two weeks have now passed since the DOL's fiduciary rules (i.e., its "Conflict of Interest Rule" and related prohibited ...