Wealth Management

  1. How long do I need to keep income tax records?

    Learn how long you need to save your tax records to avoid getting hit by additional ...
  2. Comparing Wealth Management Services: Not So Easy

    It's more than privilege checking, but not exactly private banking. What do bank ...
  3. Six Things Bad Financial Advisors Do

    A good financial adviser can improve your life in many ways. But a bad financial ...
  4. Dodge & Cox: Investment Manager Highlight (DODBX)

    Learn about Dodge & Cox, a large yet little known employee-owned asset and wealth ...
  5. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest ...
  6. Online Banking: Your App Is Safest

    With cyber attacks becoming more frequent and sophisticated, it’s time to take steps ...
  1. How does a defined benefit pension plan differ from a defined ...

    Learn the differences between defined benefit plans and defined contribution plans ...
  2. 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 ...
  3. Wealthy Execs Face Tougher Curbs on Bonuses

    The ways of amassing wealth on Wall Street are about to change, thanks to new federal ...
  4. Retired Execs: How Much Do Corporate Boards Pay?

    If you have the right skill set, getting a seat on a company board can be a lucrative ...
  5. The 5 Highest Paid Executives in the Healthcare Sector (AGN, ...

    Discover who the highest paid executives in the health care sector are and how much ...
  6. How are life insurance proceeds taxed?

    Generally, life insurance death benefits that are paid out to a beneficiary in lump ...
  1. Estate Planning: 16 Things Prince (and You) Should Have ...

    The must-do list Prince and his advisors should have completed to avoid leaving his ...
  2. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill ...
  3. Why is accidental life insurance so inexpensive?

    Accidental life insurance is an inexpensive way of obtaining life insurance coverage ...
  4. How do my siblings and I receive inherited pension benefit ...

    Generally, the provisions of the plan document determine the distribution options ...
  5. Married with Money? Avoid These Costly Mistakes

    High net worth couples face more complex challenges than others when managing wealth. ...
  6. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored ...
  1. Real Estate: A Quick Guide to Mesa, Arizona

    Take a closer look at the Mesa, Arizona, real estate market, and learn more about ...
  2. 3 Reasons Million-Dollar Homes Are in a Slump

    Now might be a good time to consider buying a luxury home, what with prices down, ...
  3. Mortgages: How Much Can You Afford?

    Answering this means number-crunching as well as factoring in other considerations ...
  4. I've come into a large amount of money. Should I invest ...

    There is no simple answer to this question as it depends on a number of key factors, ...
  5. Tax Deductions on Mortgage Interest

    If you're a homeowner, this is one item you want to understand and use on your return. ...
  6. Buy Your Luxury Vacation Home Here

    The smart luxury vacation home money is headed to Orlando, the Hamptons, San Diego ...
  1. Prepare Your Finances to Handle Natural Disasters

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

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

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

    Knowing the tax deductions you're entitled to can make or break your bank account. ...
  5. Is Life Insurance A Smart Investment?

    Using permanent life insurance as an investment provides tax-deferred growth on interest, ...
  6. How are life insurance proceeds taxed?

    Generally, life insurance death benefits that are paid out to a beneficiary in lump ...
  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. What Are Unrealized Gains And Losses?

    Gains or losses become “realized” when the stock is sold.
  2. Estate Planning: 16 Things Prince (and You) Should Have ...

    The must-do list Prince and his advisors should have completed to avoid leaving his ...
  3. Assets the Ultra-Rich Use to Reduce (or Avoid) Taxes

    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. ...
  4. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the ...
  5. OK, So I'll Be Smarter Next Tax Time

    5 tax resolutions to start on right now for a smoother tax return next April 18. ...
  6. Donald Trump’s Right That the Game Is Rigged – for Him to ...

    Here’s how The Donald games election law to spin glitz into cash.
Hot Definitions
  1. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  2. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  3. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
  4. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  5. Sharing Economy

    An economic model in which individuals are able to borrow or rent assets owned by someone else.
  6. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
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