Managing Wealth

  1. 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 ...
  2. B2B Robo Advisor

    A B2B Robo Advisor is a digital automated portfolio management platform that is aimed at financial advisors.
  3. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest rate on a money market account.
  4. Prudential Reports Strong Earnings Growth (PRU)

    Prudential’s earnings surged 10.8% year-over-year thanks to high demand for asset management and retirement services.
  5. SunTrust Reports Q3, Makes Acquisition (STI)

    Over a two-day period last week, SunTrust stayed busy by acquiring assets of Pillar Financial and reporting third-quarter ...
  6. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  1. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  2. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  3. Online Estate Planning: When and When Not to Use It

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  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. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  6. 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 ...
  1. Why Zillow Is Free and How It Makes Money (Z)

    Zillow lets property seekers look at listings for free through its various tools, so the company relies on ad sales to agents ...
  2. 6 Cities at Highest Risk for a Housing Bubble

    These global cities face a housing bubble, thanks to factors such as demand from foreign investors.
  3. How Much Would It Cost to Buy Manhattan? (AMZN, FB)

    Though Manhattan is one of the priciest areas in the world, the wealthiest people on earth could team up to buy it easily.
  4. SunTrust Reports Q3, Makes Acquisition (STI)

    Over a two-day period last week, SunTrust stayed busy by acquiring assets of Pillar Financial and reporting third-quarter ...
  5. Jumbo Mortgage Limits: How Much Can You Borrow?

    If you want to buy a home that costs close to half a million or more, you likely need to know what the jumbo mortgage limits ...
  6. Art of the 'Steal': How Trump Lost $916M and Avoided Tax

    This is how Donald Trump’s accountants most likely used the tax code to avoid paying income tax for almost two decades.
  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. Use Insurance to Protect Your Assets from Creditors

    Here's how carrying the proper levels of auto and umbrella insurance will keep your assets protected, no matter your net ...
  3. Why the Current Social Security Cost-of-Living Index Is Hurting Retirees

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  4. Security Advice for the Ultra Rich

    Kim Kardashian West is a reminder that visibly rich folks are targets. Here's how they can protect themselves.
  5. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  6. 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 ...
  1. Is This the Best Time to Start a Donor Advised Fund?

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  2. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  3. How Trump Tax Plans Will Aid Wealth Building for the 1%

    President-elect Trump's proposed tax plan includes tax breaks that may offer some generous benefits to higher-income earners. ...
  4. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  5. If You Win $1 Million, Can You Minimize the Taxes?

    If you won $1 million, would it make sense tax-wise to take a lump sum or a 20-year pay out?
  6. Robo Tax Loss Harvesting

    The automated selling of securities in a portfolio to deliberately incur losses in order to offset any capital gains or taxable ...
  1. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  2. 6 Cities at Highest Risk for a Housing Bubble

    These global cities face a housing bubble, thanks to factors such as demand from foreign investors.
  3. The U.S. Adds 1,700 Millionaires Per Day: Study

    There are about 1,700 millionaires being made each day in the U.S., a new study shows.
  4. The Youngest Self-Made Billionaire? Stripe's John Collison

    Collison, who founded the payments company with his older brother Patrick, is worth about $1.1 billion.
  5. How Currency Fluctuations Impacted 2016 Wealth

    These countries were impacted the most by currency swings.
  6. The Richest and Poorest Countries Per Capita in 2016

    The United States only comes in third for the highest wealth per adult.
Hot Definitions
  1. Co-pay

    A type of insurance policy where the insured pays a specified amount of out-of-pocket expenses for health-care services such ...
  2. Protectionism

    Government actions and policies that restrict or restrain international trade, often done with the intent of protecting local ...
  3. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  4. Demonetization

    Demonetization is the act of stripping a currency unit of its status as legal tender and is necessary whenever there is a ...
  5. Investment

    An asset or item that is purchased with the hope that it will generate income or appreciate in the future. In an economic ...
  6. Redlining

    The unethical practice whereby financial institutions make it extremely difficult or impossible for residents of poor inner-city ...
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