Managing Wealth

  1. How do Interest Rate Changes Affect the Profitability of the Banking Sector?

    When interest rates rise, the banking sector profits.
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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? ...
  6. Four Big Investor Errors

    These simple lessons can cut your losses
  1. Probate

    The legal process in which a will is reviewed to determine whether it is valid and authentic. Probate also refers to the ...
  2. 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 ...
  3. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  4. 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 ...
  5. 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.
  6. 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.
  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 Avoid Taxation on Life Insurance Proceeds

    Decrease the value of your taxable estate and prevent the tax man from getting you one last time.
  2. 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.
  3. 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 ...
  4. Insolvency Clause

    An insolvency clause is a reinsurance contract clause that requires the reinsurer to uphold its obligations even if the ceding ...
  5. 12 Insurance Questions for High Net Worth Families

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

    Asset protection is a fundamental part of risk management. Use these tips to protect your assets.
  1. What is the Difference Between Gross Income and Earned Income?

    The difference between earned income and gross income is an important come tax time.
  2. Types of Income the IRS Can’t Touch

    Uncle Sam can't get his hands on your money if it's in one of several specific income categories.
  3. The Lottery: Is It Ever Worth Playing?

    Is it ever worth playing the lottery? Discover the probability of winning and how to collect the funds if you happen to win. ...
  4. How to Grow an IRA to $100 Million Plus

    Here's a hint about what might make it possible to have an IRA worth this much money: It helps to be in private equity.
  5. 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.
  6. Defunct: Refundable AMT Credit for Employee Stock Option Taxes

    These refundable AMT credits helped taxpayers save on taxes, AMT bills and more – but expired in 2012.
  1. Where Millionaires Are Moving (and Why)

    The rich can live anywhere. Here's where they choose to go.
  2. Why High Earners Still Live Paycheck-to-Paycheck

    Despite making six figure incomes, many high earners still struggle to get ahead financially, living paycheck to paycheck.
  3. The Best Time to Buy First Class Airline Tickets

    Book at least a week in advance and try these less-well-known routes to the least pricey first class seats.
  4. What Is Usain Bolt's Net Worth?

    How much does being the fastest human being on Earth get you?
  5. Top 3 Differences Between Business and First Class

    Should you pay extra to fly first class?
  6. Dan Loeb Makes Big Bet on BlackRock

    The billionaire's hedge fund, Third Point, believes BlackRock is a "misunderstood franchise" with unforeseen potential.
Hot Definitions
  1. Current Ratio

    The current ratio is a liquidity ratio measuring a company's ability to pay short-term and long-term obligations, also known ...
  2. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
  3. Quantitative Easing

    An unconventional monetary policy in which a central bank purchases private sector financial assets in order to lower interest ...
  4. Risk Averse

    A description of an investor who, when faced with two investments with a similar expected return (but different risks), will ...
  5. Indirect Tax

    A tax that increases the price of a good so that consumers are actually paying the tax by paying more for the products. An ...
  6. Zero-Sum Game

    A situation in which one person’s gain is equivalent to another’s loss, so that the net change in wealth or benefit is zero. ...
Trading Center