Managing Wealth

  1. What Are the Pros and Cons of Online Checking Accounts?

    Learn about the ways an online checking account can save you time and money, but understand the drawbacks before signing ...
  2. Chase vs. Wells Fargo: Which Is Best for High-Net-Worth Accounts? (JPM, WFC)

    Compare private banking services offered by Chase and Wells Fargo to high-net-worth individuals, and decide which bank provides ...
  3. B2B Robo Advisor

    A B2B Robo Advisor is a digital automated portfolio management platform that is aimed at financial advisors.
  4. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest rate on a money market account.
  5. Prudential Reports Strong Earnings Growth (PRU)

    Prudential’s earnings surged 10.8% year-over-year thanks to high demand for asset management and retirement services.
  6. SunTrust Reports Q3, Makes Acquisition (STI)

    Over a two-day period last week, SunTrust stayed busy by acquiring assets of Pillar Financial and reporting third-quarter ...
  1. How To Maximize Inherited Retirement Accounts

    Leaving a retirement account to heirs takes planning for the giver and the receiver.
  2. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  3. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  4. Online Estate Planning: When and When Not to Use It

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  5. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  6. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  1. 6 Things Foreign Buyers of U.S. Real Estate Need to Know

    Rising home prices and a strong dollar are making it tough for foreign buyers of U.S. real estate to pay cash. What to expect ...
  2. What is Foreclosure Investing?

    Foreclosure investing, despite the promises of late-night television infomercials, is not for the inexperienced.
  3. Does the FHA provide construction loans?

    Learn how you can save with FHA-insured construction and rehabilitation mortgages that allow you to finance construction ...
  4. 3 Reasons Why Jumbo Mortgages Are for High Earners

    Find out what a jumbo mortgage is, and learn why jumbo mortgages are most well-suited for high-income wage earners.
  5. Thor Equities: Asset Manager Highlight

    Read about Thor Equities, a private equity real estate firm based in New York that was started to serve low-income communities ...
  6. Are APRs different in different countries?

    Learn about the term APR and how it is used in the United States and other countries. Explore why different lenders charge ...
  1. 7 Habits That Can Lead to Future Wealth

    Getting rich is like getting fit. To achieve your goals, you must develop healthy long term habits. Here are 7 habits that ...
  2. How Your Health Savings Account Can Be a Tax Shelter

    For those that can afford it, the HSA is a powerful tax shelter. Here's why.
  3. How To Make Money With Airbnb: Risks & Rewards

    Airbnb lets you turn your home or spare room into extra cash. Here's how to make money and protect yourself from the risks.
  4. Use Insurance to Protect Your Assets from Creditors

    Here's how carrying the proper levels of auto and umbrella insurance will keep your assets protected, no matter your net ...
  5. Why the Current Social Security Cost-of-Living Index Is Hurting Retirees

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  6. Security Advice for the Ultra Rich

    Kim Kardashian West is a reminder that visibly rich folks are targets. Here's how they can protect themselves.
  1. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
  2. Roth Feature Boosts Benefits for 401(k) and 403(b) Plans

    Roth accounts tend to beat traditional plans over the long term by providing tax savings at retirement.
  3. Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers, but the Treasury would take a hit.
  4. Create a Tax-Efficiency Team With Tax Professionals

    When financial advisors collaborate with tax advisors, the end result is efficient tax mitigation.
  5. Is This the Best Time to Start a Donor Advised Fund?

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  6. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  1. Tips on Buying a Beach Condo in Costa Rica

    Costa Rica's incredible beaches make it the perfect place for a beach condo. Follow these tips to make sure you get a condo ...
  2. 6 Insurance Policies High Net Worth Clients Pay For

    Here are six types of insurance that the wealthy use to protect their assets.
  3. 7 Habits That Can Lead to Future Wealth

    Getting rich is like getting fit. To achieve your goals, you must develop healthy long term habits. Here are 7 habits that ...
  4. 6 Things Foreign Buyers of U.S. Real Estate Need to Know

    Rising home prices and a strong dollar are making it tough for foreign buyers of U.S. real estate to pay cash. What to expect ...
  5. 6 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
  6. How the Rich Do Disneyland (DIS)

    The Disney experience is a lot less crowded (and you get to skip lines) if you pay for VIP treatment.
Hot Definitions
  1. Efficient Frontier

    A set of optimal portfolios that offers the highest expected return for a defined level of risk or the lowest risk for a ...
  2. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  3. Initial Public Offering - IPO

    The first sale of stock by a private company to the public. IPOs are often issued by smaller, younger companies seeking the ...
  4. Border Adjustment Tax

    A tax levied on goods based on where they are sold – exported goods are exempt from tax; those imported and sold in the ...
  5. Profit and Loss Statement (P&L)

    A financial statement that summarizes the revenues, costs and expenses incurred during a specified period of time, usually ...
  6. Blind Trust

    A trust in which the trustees have full discretion over the assets, and the trust beneficiaries have no knowledge of the ...
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