Five Things Families Should Know About the FAFSA

Published on November 6, 2026

Understanding the FAFSA process can help families navigate college financial aid. Bill Cass, director of US Wealth Planning, explores five important considerations, from income and assets to application timing and aid offers.

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Value Traps Are Painful ... Read the Footnotes

November 6, 2026
A stock trading at half its former price is not necessarily a bargain. Perhaps its earnings power has halved or its balance sheet can no longer support the business. Maybe its generous dividend is being financed with borrowed money. A low valuation ratio tells us what we are paying relative to one measure of fundamentals. It does not, by itself, tell us what the business is worth or whether those

Munis Head for Best October in More Than Four Decades After Rout

November 6, 2026
US state and local government debt is on track to notch its strongest October in more than four decades, as a relief rally follows one of the worst months for the bond market in years.