Managing Wealth

  1. 5 Ultra-Rich People Who Live Below Their Means

    How and why some crazy-rich folks have remarkably sane spending habits.
  2. 8 Ways To Fly First Class For Cheap

    Slide into one of those first class (or business class) seats for cheap.
  3. 5 Cities That Give You the Best Chance to Get Rich

    If you want to build sustainable wealth, where you choose to hang your hat can have ...
  4. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth ...
  5. Why is Jersey considered a tax haven? (C, CS)

    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel ...
  6. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors ...
  1. Who's Getting Richer? Hardly Anyone

    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average ...
  2. Top 10 Highest Paid Government Leaders

    When you compare the world leaders bringing home the most bacon, you'd be surprised ...
  3. 8 Ways a Private Family Foundation Could Spark IRS Interest

    IRS rules are extremely complex and can prohibit acts that seem – or even are – totally ...
  4. How does a defined benefit pension plan differ from a defined ...

    Learn the differences between defined benefit plans and defined contribution plans ...
  5. How to Save for Retirement Like a Wealthy CEO

    Don't have a CEO's income? You can still employ a millionaire’s saving strategy when ...
  6. Wealthy Execs Face Tougher Curbs on Bonuses

    The ways of amassing wealth on Wall Street are about to change, thanks to new federal ...
  1. 3 Secrets You Didn't Know About Estate Planning

    Three estate planning secrets every advisor and saver needs to know.
  2. The Ten Commandments of Personal Finance

    Ten Commandments to follow for a secure economic future.
  3. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play ...
  4. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth ...
  5. Pros/Cons of Storing Estate-Planning Papers Online

    Digital storage takes the hassle out of keeping track of estate-planning paperwork, ...
  6. What Is a Will and Why Do I Need One?

    Putting this document together will save your family time and money, and give you ...
  1. Find the Best Homeowners Insurance

    Don't wait for the next Hurricane Sandy or massive oil sands fire to find out if ...
  2. Should You Pay All Cash For Your Next Home?

    Pay cash only for a home? Here are the pros and cons.
  3. The 10 Most Expensive Zip Codes in California

    California has some of the priciest ZIP codes in the U.S. And these are the priciest ...
  4. The 10 Most Expensive ZIP Codes in Houston

    You can get a lot more house for your money in Houston – the largest city in Texas ...
  5. The 10 Most Expensive ZIP Codes in Dallas

    Everything is big in the Big D, and the poshest neighborhoods are no exception: Your ...
  6. The 10 Most Expensive ZIP Codes in Chicago

    Chicago is home to some of the most glamorous neighborhoods in the United States. ...
  1. Find the Best Homeowners Insurance

    Don't wait for the next Hurricane Sandy or massive oil sands fire to find out if ...
  2. 4 Alternatives to a Traditional Mortgage

    If you can't qualify for or don't want a traditional mortgage, one of these options ...
  3. Prepare Your Finances to Handle Natural Disasters

    The Fort McMurray, Canada, fire is a reminder to take these easy steps to protect ...
  4. Do You Need Short-Term Health Insurance?

    Yes, if you've no other coverage options. Here’s what you need to know about how ...
  5. Is Medicare Available to Anyone Besides Retirees ?

    People think you need to be 65 before you're eligible for Medicare. But you might ...
  6. Don't Miss These Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. ...
  1. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. ...
  2. Jim Simons' Success Story: Net Worth, Education & Top Quotes

    Learn about the billionaire "Quant King," James Simons, and how the award-winning ...
  3. How To Start Your Own Private Foundation

    The most common type of private foundation is a grant-making foundation. These typically ...
  4. The Most Overlooked Tax Deductions

    The receipts you cram into your wallet could be replaced with cash come tax season. ...
  5. University Donations: Which Schools Got the Most

    A closer look at the staggering $40.3 billion donated to colleges and universities ...
  6. Tips on How to Discuss Philanthropy with Clients

    Advisors shouldn't overlook philanthropy when it comes to their clients' financial ...
  1. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, ...
  2. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can sense when a client is lying. Find out what sets ...
  3. 4 Reasons Why Delaware Is Considered a Tax Shelter

    Understand what a tax shelter is and how one is created. Learn why Delaware is considered ...
  4. The Tax Speech That Could Elect President Donald J. Trump

    Trump hasn’t disclosed his taxes. He hasn’t even paid them, as best we know. Here’s ...
  5. 17 Types of Income the IRS Can’t Touch

    That's right, 17. Uncle Sam can't get his hands on your money if it's in one of these ...
  6. 5 Cities That Give You the Best Chance to Get Rich

    If you want to build sustainable wealth, where you choose to hang your hat can have ...
Hot Definitions
  1. Put Option

    An option contract giving the owner the right, but not the obligation, to sell a specified amount of an underlying security ...
  2. Frexit

    Frexit – short for "French exit" – is a French spinoff of the term Brexit, which emerged when the United Kingdom voted to ...
  3. AAA

    The highest possible rating assigned to the bonds of an issuer by credit rating agencies. An issuer that is rated AAA has ...
  4. GBP

    The abbreviation for the British pound sterling, the official currency of the United Kingdom, the British Overseas Territories ...
  5. Diversification

    A risk management technique that mixes a wide variety of investments within a portfolio. The rationale behind this technique ...
  6. European Union - EU

    A group of European countries that participates in the world economy as one economic unit and operates under one official ...
Trading Center