Managing Wealth

  1. Financial Planning for Professional Athletes: An Inside ...

    The right financial planning for professional athletes can turn short-term high earnings ...
  2. Tax Tips For the Individual Investor

    Keep more of your money in your pocket with these seven guidelines.
  3. 5 Ultra-Rich People Who Live Below Their Means

    How and why some crazy-rich folks have remarkably sane spending habits.
  4. 8 Ways To Fly First Class For Cheap

    Slide into one of those first class (or business class) seats for cheap.
  5. 5 Cities That Give You the Best Chance to Get Rich

    If you want to build sustainable wealth, where you choose to hang your hat can have ...
  6. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth ...
  1. Top 10 Highest Paid Government Leaders

    When you compare the world leaders bringing home the most bacon, you'd be surprised ...
  2. 8 Reasons Why Valued Employees Quit

    Salaries are important, but retaining top employees requires more than just competitive ...
  3. Who's Getting Richer? Hardly Anyone

    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average ...
  4. 8 Ways a Private Family Foundation Could Spark IRS Interest

    IRS rules are extremely complex and can prohibit acts that seem – or even are – totally ...
  5. How does a defined benefit pension plan differ from a defined ...

    Learn the differences between defined benefit plans and defined contribution plans ...
  6. 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 ...
  1. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your ...
  2. When Spouses Die, Who Gets Their Retirement Funds?

    You don't automatically get your spouse's IRA, 401(k) and other accounts when he ...
  3. 3 Secrets You Didn't Know About Estate Planning

    Three estate planning secrets every advisor and saver needs to know.
  4. The Ten Commandments of Personal Finance

    Ten Commandments to follow for a secure economic future.
  5. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play ...
  6. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth ...
  1. Find the Best Homeowners Insurance

    Don't wait for the next Hurricane Sandy or massive oil sands fire to find out if ...
  2. Should You Pay All Cash For Your Next Home?

    Pay cash only for a home? Here are the pros and cons.
  3. The 10 Most Expensive Zip Codes in California

    California has some of the priciest ZIP codes in the U.S. And these are the priciest ...
  4. The 10 Most Expensive ZIP Codes in Houston

    You can get a lot more house for your money in Houston – the largest city in Texas ...
  5. The 10 Most Expensive ZIP Codes in Dallas

    Everything is big in the Big D, and the poshest neighborhoods are no exception: Your ...
  6. The 10 Most Expensive ZIP Codes in Chicago

    Chicago is home to some of the most glamorous neighborhoods in the United States. ...
  1. Who Spends the Most on Healthcare Now? The Wealthy

    The wealthy are now spending more on healthcare than the poor and middle class. But ...
  2. Captive Insurance: A Good Wealth Management Tool?

    Captive insurance companies are legitimate tax structures, but pose risks as tax ...
  3. Find the Best Homeowners Insurance

    Don't wait for the next Hurricane Sandy or massive oil sands fire to find out if ...
  4. 4 Alternatives to a Traditional Mortgage

    If you can't qualify for or don't want a traditional mortgage, one of these options ...
  5. Prepare Your Finances to Handle Natural Disasters

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

    Yes, if you've no other coverage options. Here’s what you need to know about how ...
  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. Top Reasons Not to Roll Over Your 401(k) to an IRA

    Five cases in which keeping your plan in place – or employing another non-IRA strategy ...
  2. Discover 5 Secrets About 529 Plans

    When starting a 529 plan for your child's college fund, keep these details in mind.
  3. How do I calculate my gains and/or losses when I sell a ...

    To begin, you need to know your cost basis, or the price you paid for the stock. ...
  4. Tax Tips For the Individual Investor

    Keep more of your money in your pocket with these seven guidelines.
  5. Captive Insurance: A Good Wealth Management Tool?

    Captive insurance companies are legitimate tax structures, but pose risks as tax ...
  6. How Your Tax Rate Is Determined

    Feel like the government always has its hand in your pocket? Learn the theory behind ...
Hot Definitions
  1. Cyclical Stock

    An equity security whose price is affected by ups and downs in the overall economy. Cyclical stocks typically relate to companies ...
  2. Front Running

    The unethical practice of a broker trading an equity based on information from the analyst department before his or her clients ...
  3. After-Hours Trading - AHT

    Trading after regular trading hours on the major exchanges. The increasing popularity of electronic communication networks ...
  4. Omnibus Account

    An account between two futures merchants (brokers). It involves the transaction of individual accounts which are combined ...
  5. Weighted Average Life - WAL

    The average number of years for which each dollar of unpaid principal on a loan or mortgage remains outstanding. Once calculated, ...
  6. Real Rate Of Return

    The annual percentage return realized on an investment, which is adjusted for changes in prices due to inflation or other ...
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