Personal Wealth & Private Banking

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  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 taxes and penalties if you are the target ...
  2. Comparing Wealth Management Services: Not So Easy

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

    A good financial adviser can improve your life in many ways. But a bad financial adviser? Not so much.
  4. Dodge & Cox: Investment Manager Highlight (DODBX)

    Learn about Dodge & Cox, a large yet little known employee-owned asset and wealth management company based in San Francisco ...
  5. 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.
  6. Online Banking: Your App Is Safest

    With cyber attacks becoming more frequent and sophisticated, it’s time to take steps to make your online banking experience ...
  7. 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.
  8. Asset Recovery Companies: Don’t Be Scammed

    Victims of money scams have even more to worry about than their lost assets: the real risk of getting scammed again, by a ...
  9. The World’s Top 8 Investment Banks

    The easiest way to rank investment banks is through figures such as revenue numbers and employee headcount.
  10. Profit from Art with a Charitable Remainder Trust

    With a CRUT, art collectors can avoid capital gains taxes on the sale of art– while also leaving their favorite charity a ...
  11. 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.
  12. How Bank Cost-Cutting Could Affect You

    Banks are looking to cut costs. If history is any guide, it could be at your expense. Here's how to protect yourself.
  13. Powerball Mania: Take the Annuity?

    Should you win the lottery, you need to decide how to accept your winnings: lump sum or annuity payouts. Here's how to choose.
  14. The World’s Wealthiest People Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related ...
  15. The Unsung Pioneers Of Finance

    We all know names like Rockefeller, but there are other influential pioneers of finance in America's history.
  16. Retail Banking Vs. Corporate Banking

    Retail banking is the visible face of banking to the general public. Corporate banking, also known as business banking, refers ...
  17. Private Banker: Career Path & Qualifications

    Discover what kind of work private bankers do, and learn more about how you can develop the experience and qualifications ...
  18. How Startup Ventures are Valued

    It’s difficult to value a company in its infancy, but it’s important to determine a startup’s worth, whether you’re a founder ...
  19. How Americans Can Open a Bank Account In Thailand

    Have your paperwork in order and be sure to shop around.
  20. Opening a Bank Account in Costa Rica as an American

    It shouldn’t be too hard to do, provided you have the appropriate documentation and forms. But be prepared for lots of paperwork!
  21. A Quick List of FSA Eligible Expenses

    The ABCs of FSAs: What you can and can't use your Flexible Spending Account funds for.
  22. Who decides if a financial security should be escheated?

    Learn about who dictates how and when financial assets and securities are escheated, including which assets are subject to ...
  23. Carried Interest: A Loophole in America’s Tax Code

    With income inequality becoming an increasingly apparent problem in the U.S., it is time to start removing tax loopholes ...
  24. 5 Ultra-Rich People Who Live Below Their Means

    How and why some crazy-rich folks have remarkably sane spending habits.
  25. How Simple.com Makes Personal Banking Easier

    A Q&A with a rep from Simple, an up-and-coming internet-only bank.
  26. Don't Get Ripped Off at the ATM

    As our dependence on automated teller machines rises, so do those nasty little charges for using them. Here are some tips ...
  27. 4 Apps the Ultra-Rich Have

    Learn how the ultra-rich solve the problems the rest of the world would love to have with apps such as JetSmarter, SlipFinder ...
  28. Use Private Equity Strategy to Invest

    Forget trying to be a great trader. Learn to invest like private equity firms for superior results.
  29. 5 Credit Cards For the Super Rich

    Understand the difference between an average credit card and an elite credit card for the wealthy. Learn about the top five ...
  30. College Students are Failing Financial Literacy

    Financial trends among college students are a cause for concern, prompting a renewed emphasis on financial literacy.
  31. Why is the Cayman Islands considered a tax haven?

    Find out why the Cayman Islands is considered a tax haven and why this location is so popular among those looking to reduce ...
  32. How to Find Mutual Funds With High Dividends

    Learn about the important factors to consider when looking for mutual funds that pay high dividends, including how they may ...
  33. 6 Investing Mistakes That the Ultra Wealthy Don't Make

    Understand what ultra-high-net-worth individuals are and how they invest. Learn about the six key investment mistakes that ...
  34. What Millionaires Fear the Most

    How much is enough? Millionaires feel major stress over this question.
  35. Why is Andorra considered a tax haven?

    Find out why Andorra is considered a tax haven and how developments have lessened its appeal due to increased taxation and ...
  36. Warren Buffett: The Road To Riches

    Find out how he went from selling soft drinks to buying up companies and making billions of dollars.
  37. Best Places to Exchange Currency in Chicago

    Whether you're leaving the Windy City or arriving with a stack of foreign cash, these are your best bets for currency exchange.
  38. 4 Things Millennials Can't Live Without

    Millennial investors are different from those in previous generations. Here are four Gen Y needs which are instrumental to ...
  39. Travel Tips: Avoid Exchange Rate Headaches

    How to avoid the most common issues and hassles raised by exchange rates while traveling abroad.
  40. Top Tips for Picking a Wealth Management Firm

    The advisor managing your assets has the potential to change your retirement fate. Here are some tips to get you started ...
  41. Robo-Advisors, the Ultra Rich’s New Best Friend

    Explore the services offered by robo-advisors, and learn how their substantially lower fees can represent significant savings ...
  42. Best Banks to Stash Your Million Dollars

    Get the richest perks and red carpet treatment for you and your money from these financial institutions.
  43. How Private Equity and Hedge Funds are Taxed

    Private equity and hedge funds offer an appealing tax structure for those who can afford to invest in them. Here's why.
  44. Private Equity Management: Fees & Regulation

    Since Dodd-Frank was signed into law in 2010, private equity firms can no longer operate largely unregulated, but the industry ...
  45. Pay Less for Financial Advice

    Here's a look at what you should pay for financial advice and investment management, what you should get for that price and ...
  46. Wealth Management: How the Billionaires Do It

    A new report on the world's billionaires gives insight into how they work, save and plan on distributing their wealth.
  47. 5 Things to Look for in a Private Banker

    When putting all your assets into one private banker basket, it pays to proceed with caution.
  48. Do You Need A Private Banker?

    They offer well-heeled clients unparalleled convenience, but could be prone to certain conflicts of interest.
  49. Which Are the World's 10 Largest Private Banks?

    Most of the largest private banking providers in the world are headquartered in Europe or the United States.
  50. Checking Account Reviews: Chase Premium Platinum

    Which perks and services come with Premier Platinum and is it worth the cost to you?
  • Showing 1-50 of 56 items
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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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