Managing Wealth

  1. Four Big Investor Errors

    These simple lessons can cut your losses
  2. Compensation Myths: Burger Flipper Vs. Investment Banker

    Though these two jobs are perceived as being opposites, the compensation can be quite comparable.
  3. HSBC to Hire 1,000 in China (HSBC)

    HSBC is starting a hiring spree in the south of mainland China.
  4. Investopedia's Oddest Business and Investing Terms

    The oddest business and investing terms found on Investopedia.
  5. How to Write a Check

    Never filled out an old school paper check? Here's how.
  6. Is Your Bank Pushing You Into the Wrong Products?

    Recent reports of questionable selling practices at J.P. Morgan Chase & Co. underscore the need for banking customers ...
  1. Three Documents You Shouldn't Do Without

    Estate planning is not just about the division of assets after you die. Read on to save your loved ones extra grief.
  2. The Only 3 Reasons Why You Should Have an Irrevocable Trust

    Only put your assets in an irrevocable trust for one of these three reasons.
  3. Why Your Family Business Needs a Succession Plan

    It is important to have a succession plan in place for your family business.
  4. Boomers' Kids Won't Inherit What They're Expecting

    A new study from Ameriprise Financial suggests that Boomers and their kids need to talk frankly about inheritance expectations
  5. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  6. Do You Need a Living Trust? 7 Reasons Why Not

    In most cases there are easier, less expensive ways to avoid probate than a living trust.
  1. Rent-To-Own Homes: How The Process Works

    Here's what to watch for when negotiating a contract for a rent-to-own home – and who is a good candidate for this option.
  2. The Home Appraisal: Your Key to a Successful Refinance

    When you refinance your mortgage, everything hinges on the appraisal. Here's what appraisers look at, how to make your home ...
  3. Timeshares: Dream Vacation or Money Pit?

    This popular real estate product has its advantages, but don't expect to make a profit.
  4. Top U.S. Housing Market Indicators

    A quick overview of the top economic indicators to track the housing market in the U.S.
  5. Zillow Estimates: Not As Accurate As You Think

    Zillow uses a variety of data to calculate its "Zestimates," but anything from the wrong property details to missing upgrades ...
  6. How Do You Flip a Home?

    Flipping (also called wholesale real estate investing) is a type of real estate investment strategy in which an investor ...
  1. What Are Direct Primary Care Doctors and How Do You Find One?

    Direct primary care physicians say they can spend more time with patients, but the number of doctors offering this approach ...
  2. Insolvency Clause

    An insolvency clause is a reinsurance contract clause that requires the reinsurer to uphold its obligations even if the ceding ...
  3. 12 Insurance Questions for High Net Worth Families

    High net worth families should ask themselves these 12 questions regarding comprehensive insurance.
  4. Protect Your Assets from Liability in Illinois

    Asset protection is a fundamental part of risk management. Use these tips to protect your assets.
  5. Zika Virus: Latest Advice on Staying Safe

    Thinking of an escape to the Caribbean for some midwinter sunshine? Check in first to find out the latest on Zika.
  6. Life Insurance Premium Financing: Worth the Risk?

    Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets.
  1. 7 Tips for Tax-Managed Investing

    Use these seven tips to reduce the tax impact on your taxable portfolio.
  2. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  3. More People to Pay Off Debt than Spend Tax Refund Cash in 2017

    Financial security weighs heavy as people choose prudence over spending the extra refund cash
  4. Are Your Heirs Stuck with Your Charity Pledges?

    How to avoid a court battle over whether your estate is required to pay the charity pledges you made.
  5. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  6. Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers.
  1. What Are Direct Primary Care Doctors and How Do You Find One?

    Direct primary care physicians say they can spend more time with patients, but the number of doctors offering this approach ...
  2. The Number of Millionaires Continues to Increase

    Global wealth growth remains weak, but the number of millionaires in high-income economies is surging.
  3. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  4. Betterment's Jon Stein on the Future of Finance

    Betterment founder and CEO Jon Stein on the future of the financial industry.
  5. Where Millionaires Are Moving

    Where millionaires are moving to (and why) might surprise you. The United States isn’t the first choice, and taxes aren’t ...
  6. 5 Money Secrets the Rich and Frugal Already Know

    These top five secrets of the rich and frugal that can help individuals spend better and reach their financial goals like ...
Hot Definitions
  1. Profitability Index

    An index that attempts to identify the relationship between the costs and benefits of a proposed project through the use ...
  2. Restricted Stock Unit

    Compensation offered by an employer to an employee in the form of company stock. The employee does not receive the stock ...
  3. Operating Ratio

    A ratio that shows the efficiency of a company's management by comparing operating expense to net sales. Calculated as:
  4. Expense Ratio

    A measure of what it costs an investment company to operate a mutual fund. An expense ratio is determined through an annual ...
  5. Pro Forma

    A Latin term meaning "for the sake of form". In the investing world, it describes a method of calculating financial results ...
  6. Trumpcare

    The American Health Care Act, also known as Trumpcare and Ryancare, is the Republican proposal to replace Obamacare.
Trading Center