In this episode (1) The latest 529 research with special guest Paul Curley, CFA, Director of 529 Research, Strategic Insight, (2) Companies taking a stand for social issues, (3) Retailers plans to upstage Amazon Prime Day on July 15, (4) moving the #Financial Literacy field forward – the Treasury takes a hard look at updating college curriculum, (5) #Bitcoin and cryptocurrency bounce back – Facebook creates Libra, (6) Will Senator Sanders’ Student Loan Debt forgiveness plan stir more retirement savings?, (7) a closer look at Executive Orders and the impact on new health and retirement plan regulations (e.g. association health plans, #ESG investing and e-delivery) and, (8) the impact of a healthcare merger on drug prices.
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