Managing Wealth

  1. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  2. What types of companies hire a chartered financial analyst (CFA)?

    Find out which types of firms typically employ chartered financial analysts, what positions CFAs frequently hold and which ...
  3. 7 Billionaires' First Jobs

    We all know of these famous billionaires, and how they made their money. But have you ever wondered how they got their start? ...
  4. 6 Investing Mistakes That the Ultra Wealthy Don't Make

    Understand who ultra-high-net-worth individuals are and how they invest. Learn about the six key investment mistakes that ...
  5. Four Big Investor Errors

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

    Though these two jobs are perceived as being opposites, the compensation can be quite comparable.
  1. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  2. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  3. Best Possible Retirement: 4 Things You Can Control

    You can't control the economy or the stock market, but you can time 4 crucial moves that will make a big difference to your ...
  4. Protecting Loved Ones Financially After You’re Gone

    A trust fund doesn't imply you don't trust your beneficiaries, it allows you to protect them.
  5. 4 Risks of Giving Your House to Your Child

    Your instincts may be generous, but handing over the house may not be the best financial plan for you – or your child.
  6. Decanting: Not Just for That Bottle of Cabernet

    Decanting an irrevocable trust is a useful tool to undo some of the missteps of the past.
  1. For Financial Independence, Forget the McMansion

    While financial independence and retirement should be a priority for all Americans, some people are foolishly purchasing ...
  2. World's Most Expensive (and Cheapest) Cities

    The latest study points out that expensive does not always mean livable and cheap may subject you to other kinds of costs.
  3. 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.
  4. 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 ...
  5. Timeshares: Dream Vacation or Money Pit?

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

    A quick overview of the top economic indicators to track the housing market in the U.S.
  1. 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.
  2. 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 ...
  3. Insolvency Clause

    An insolvency clause is a reinsurance contract clause that requires the reinsurer to uphold its obligations even if the ceding ...
  4. 12 Insurance Questions for High Net Worth Families

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

    Asset protection is a fundamental part of risk management. Use these tips to protect your assets.
  6. 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.
  1. How to Avoid Gift Taxes

    For most, the answer to the question, “How much is the gift tax?” can be “nothing."
  2. How Small Business Owners Can Save More for Retirement

    A retirement planning strategy that can help small business owners keep more of their earnings.
  3. Opinion: In Fact, Taxing the Rich Can Help the Economy

    Real-life lessons from Kansas and California.
  4. How Becoming an LLC Could Save Taxes Under Trump

    If President Trump gets the tax reform bill he wants, LLCs may be able to reduce their taxes – but not in the way you might ...
  5. The Basics of Building a Tax-Efficient Portfolio

    Each income category offers different strategies and vehicles to reduce or defer taxes.
  6. Opinion: Trump's 'Tax Reform' Plan: The Rich Get Richer, You Get Screwed

    For those with money to burn, there will be more of it. For everyone else, not so much.
  1. Bezos, Buffett and Ortega Battle it Out for World's Second Richest Man

    Despite the bump in Amazon stock after the Whole Foods deal, the race is on between Bezos and Zara's Ortega for the ever-changing ...
  2. The Rich Are Getting Richer

    The wealth distribution gap in the U.S. continues to grow, aided by recent gains in the stock market.
  3. United Airlines vs. Delta First Class: Which Is Better?

    Both airlines allow you to check two free bags to most destinations when you fly first class, but baggage isn’t everything.
  4. Investopedia's Guide to Watching 'Wizard of Lies,' HBO's Madoff Movie

    Who's who, and all the financial background you need to watch HBO's tragic "The Wizard of Lies."
  5. Altitude Reserve Visa Infinite vs. Platinum vs. Sapphire Reserve

    The brand-new U.S. Bank Altitude Reserve Visa Infinite credit card targets Platinum and Sapphire Reserve. Which is best?
  6. China's Billionaire Boom Is Picking Up Pace

    China accounted for the majority of newly-minted billionaires during the last three years, with the highest ratio of female ...
Hot Definitions
  1. Book Value

    1. The value at which an asset is carried on a balance sheet. To calculate, take the cost of an asset minus the accumulated ...
  2. Dividend Yield

    A financial ratio that shows how much a company pays out in dividends each year relative to its share price.
  3. Fixed-Income Security

    An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. ...
  4. Free Cash Flow - FCF

    A measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents ...
  5. Leverage Ratio

    Any ratio used to calculate the financial leverage of a company to get an idea of the company's methods of financing or to ...
  6. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
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