Managing Wealth

  1. Bank Hackers Target Smartphones

    Now that you can bank by smartphone, hackers can also get into your account that way. How to protect yourself.
  2. Trilemma

    A country cannot have free flow of capital, a fixed exchange rate and independent monetary policy simultaneously. By choosing ...
  3. Morgan Stanley's New Identity Theft Protection (MS)

    Morgan Stanley now offers identity theft protection to high net worth clients, pursuant to a poll in which they cited this ...
  4. Americans Are Getting Richer...Kind Of

    Americans are getting richer – the number of affluent households is growing – but the rate is slower now than it was before ...
  5. 3 Money Market Funds Worth Considering (VMSXX,PTEXX,FMOXX)

    Explore analyses of three tax-exempt money market funds that may be suitable for high net worth investors, and learn about ...
  6. The Changing Banking Landscape: Opportunities and Risks For Investors

    Investment management—practiced by banks, serviced by banks, and a competitor against banks—clearly inhabits this landscape, ...
  1. Inherited IRA Distributions and Taxes: Getting it Right

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  2. How ING Trusts Have Surprising Tax Advantages

    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  3. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  4. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  5. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  6. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  1. 6 Things Foreign Buyers of U.S. Real Estate Need to Know

    Rising home prices and a strong dollar are making it tough for foreign buyers of U.S. real estate to pay cash. What to expect ...
  2. Overview of Fidelity Real Estate Investment Fund (FRESX)

    Learn about the Fidelity Real Estate Investment Port including its investment philosophy, management, investment performance, ...
  3. Eight Financial Safeguards If Disaster Strikes

    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  4. 5 Assets Only The Ultra Rich Can Afford

    Yacht? Private jet? Not that unusual. If you’re rolling in the big bucks, you can buy something much more interesting.
  5. Why New York Luxury Real Estate Has Had a Bad Year

    New York luxury real estate is having a bad year thanks to a trifecta of causes, including a roller-coaster stock market.
  6. 4 Ways To Cut Your Living Expenses

    Living expenses can add up if you're not careful, here's how to save on everyday living expenses.
  1. How to Protect Your Assets From Litigation

    Personal umbrella liability insurance can offer you big-time legal protection relatively cheaply, in case your existing policies ...
  2. Affluent Medicare Recipients: Beware 2018

    That's when rates will go up even more. How to start preparing and why $1 of income could make a huge difference.
  3. Eight Financial Safeguards If Disaster Strikes

    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  4. New Parents: A Financial Planning Checklist

    There are many areas of personal finance to consider throughout the journey of parenthood. Here are a few to review with ...
  5. The Short Guide to Insure Stock Market Losses

    First time stock investors may ask: is there any way to buy insurance on stocks to prevent losses?
  6. The Wealthy Spend the Most on Healthcare

    The wealthy are now spending more on healthcare than the poor and middle class. But why?
  1. Clinton Wants 65% Top Estate Tax Rate, Trump Wants Repeal

    As Clinton adopts an estate tax rise advocated by Bernie Sanders, Trump promises to eliminate the "death tax," though exactly ...
  2. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The facts speak for themselves: The Clintons have been quite literally a thousand times more charitable than The Donald.
  3. Good News! Americans Are Earning More

    After years in the doldrums, incomes are up – and not just for the 1%. Here's who's benefiting.
  4. Irish Government Supports Apple Amid EU Tax Probe (AAPL)

    Irish government said it will launch an appeal on Apple's behalf against the European Commission's ruling that Apple owes ...
  5. A Fake Tax That Doubles Oil Pipeline Profits

    The cosy regulatory relationship that keeps Americans paying taxes for the oil pipeline industry.
  6. Can You Find Non-Callable Bonds?

    Low interest rates have led to nearly $250 billion in bonds being called in, leaving investors in the lurch. How to find ...
  1. 3 Superyacht Jobs for Beginners

    The number of superyachts is predicted to grow by 10% over the next few years, creating new jobs and opportunities for those ...
  2. Warren Buffett Claims Philanthropy Victory (BRK.A, BRK.B)

    Buffett sees his philanthropy as a resounding success—but more work needs to be done.
  3. Are "Penta" Millionaires the Newest Growing Class?

    Families with more than $5 million in assets are growing at the fastest rate of any class group among the wealthy, and they ...
  4. 6 Things Foreign Buyers of U.S. Real Estate Need to Know

    Rising home prices and a strong dollar are making it tough for foreign buyers of U.S. real estate to pay cash. What to expect ...
  5. How Much Income Puts You in the Top 1%, 5%, 10%?

    To count yourself among the nation's top earners, it takes at least six figures? Here's how the numbers break down for each ...
  6. Where the World's Billionaires Got Their Money

    A recent study looks at the origins of global billionaires' wealth – both in terms of geography and in terms of how they ...
Hot Definitions
  1. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  2. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  3. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
  4. Dark Pool

    A dark pool is a private financial forum or exchange for trading securities.
  5. Quadruple Witching

    The expiration date of various stock index futures, stock index options, stock options and single stock futures. All stock ...
  6. American Opportunity Tax Credit

    A tax credit that enabled more student and parents to pay for part of their college expenses in the 2009 and 2010 tax years ...
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