Managing Wealth

  1. 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 ...
  2. Credit Suisse Offers Brighter Outlook on Europe (CS, XLF)

    Credit Suisse lures more wealthy European clients with alternative strategies to combat political risks.
  3. 7 Ways to Recession-Proof Your Life

    Find out what you can do to prepare and cope in tough economic times.
  4. 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 ...
  5. 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 ...
  6. B2B Robo Advisor

    A B2B Robo Advisor is a digital automated portfolio management platform that is aimed at financial advisors.
  1. The Best Way to Leave Assets for Non-Spousal Heirs

    Save non-spousal heirs taxes on your estate by moving your assets from a qualified plan.
  2. What Is the Most Important Financial Lesson?

    When it comes to learning lessons about your finances, it helps to think about the future.
  3. Why Your Will Needs a 'Titanic Clause'

    If you don't have a Titanic clause in your will and disaster strikes, there's no guarantee that your intended beneficiaries ...
  4. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  5. How To Maximize Inherited Retirement Accounts

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

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  1. 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 ...
  2. Timeshares: Dream Vacation or Money Pit?

    This popular real estate product has its advantages, but don't expect to make a profit.
  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. 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. 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.
  2. Life Insurance Premium Financing: Worth the Risk?

    Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets.
  3. How You Can Protect Assets With Umbrella Insurance

    Here's why protecting your assets from litigation via umbrella liability insurance is a good idea.
  4. 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 ...
  5. 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.
  6. 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.
  1. 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
  2. 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.
  3. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

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

    Getting rid of the AMT would be great for upper-middle class taxpayers.
  5. 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 ...
  6. 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.
  1. 6 Outrageous Billionaire Purchases

    From costly pigeons to billion-dollar houses, we'll look at six of the most outrageous billionaire purchases.
  2. Lessons from Johnny Depp's Finances to Avoid Going Broke

    Average citizens and celebrities with millions alike need to keep an eye on their finances.
  3. Where to Buy a $10 Million Coin

    Vicken Yegparian shares how to buy Roman-era coins, and what piece Stack's Bowers once sold for a record $10 million.
  4. Jay Z's New Hustle: His Own Venture Capital Fund

    After some lucrative private investments, Jay Z is now looking to start his own VC fund.
  5. Warren Buffett Gets a Big Thank You Note from Bill Gates

    Warren Buffett's investment philosophy and deep pockets have helped shape the Bill & Melinda Gates Foundation.
  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.
Hot Definitions
  1. Life Insurance

    A protection against the loss of income that would result if the insured passed away. The named beneficiary receives the ...
  2. Price Elasticity Of Demand

    A measure of the relationship between a change in the quantity demanded of a particular good and a change in its price. Price ...
  3. Market Capitalization

    The total dollar market value of all of a company's outstanding shares. Market capitalization is calculated by multiplying ...
  4. Frexit

    Frexit – short for "French exit" – is a French spinoff of the term Brexit, which emerged when the United Kingdom voted to ...
  5. Stop-Limit Order

    An order placed with a broker that combines the features of stop order with those of a limit order. A stop-limit order will ...
  6. Down Round

    A round of financing where investors purchase stock from a company at a lower valuation than the valuation placed upon the ...
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