Managing Wealth

  1. 7 Ways to Recession-Proof Your Life

    Find out what you can do to prepare and cope in tough economic times.
  2. Were Collateralized Debt Obligations (CDO) Responsible for the 2008 Financial Crisis?

    Collateralized debt obligations are exotic financial instruments that can be difficult to understand, Learn the role they ...
  3. How is a bank guarantee different from a traditional loan?

    Read about the differences between a traditional bank loan and a bank guarantee, and why a third party might require a guarantee ...
  4. Investing in Leveraged Buyouts: Know the Risks

    Leveraged buyouts allow investors to make large acquisitions without a lot of capital. But LBOs carry big risks and result ...
  5. Should You Work At A Boutique Investment Bank?

    Boutique investment banks are consistently increasing their marketshare. Should you consider a job at a boutique instead ...
  6. Top 3 Trends Affecting Private Wealth Management

    Don't miss out on high-net-worth clients because you aren't prepared for their service demands.
  1. One-Stop Shop

    One-stop shop is a company or a location that offers a multitude of services to a client or a customer.
  2. Can You Trust Your Trustee?

    Ignorance and incompetence can cost you money. Make sure your trustee is up to the task.
  3. The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the ...
  4. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  5. 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.
  6. Nonfreehold Estates In Real Property

    If you have an interest in real estate, read on to find out which type of property you have.
  1. The Truth About Real Estate Prices

    Historical housing price data suggests ongoing increases in housing prices, but these numbers don't tell the whole truth. ...
  2. Were Collateralized Debt Obligations (CDO) Responsible for the 2008 Financial Crisis?

    Collateralized debt obligations are exotic financial instruments that can be difficult to understand, Learn the role they ...
  3. The 5 Factors Of A 'Good' Location

    “Location, location, location” is a common mantra in real estate. And it’s good advice.
  4. Moving Up: Dream House Or Money Pit?

    If you are upgrading your home, here are some things you'll need to know so you don't spend more money than you need to. ...
  5. 11 Mistakes Inexperienced Landlords Make

    Avoid these pitfalls if you considering purchasing a rental property.
  6. Why should you invest in tangible assets?

    There are several benefits to investing in tangible assets, such as bullion, real estate, art, collectibles and other physical ...
  1. The Benefits of Asset-Based Long-Term Care

    Here's how can you keep long-term care costs from wiping out your retirement savings.
  2. The 5 Factors Of A 'Good' Location

    “Location, location, location” is a common mantra in real estate. And it’s good advice.
  3. 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?
  4. Moving Up: Dream House Or Money Pit?

    If you are upgrading your home, here are some things you'll need to know so you don't spend more money than you need to. ...
  5. Profit From Unwanted Life Policies With Life Settlement

    With a life settlement you could cash in on your policy money now.
  6. 11 Mistakes Inexperienced Landlords Make

    Avoid these pitfalls if you considering purchasing a rental property.
  1. Are fringe benefits direct or indirect costs?

    Learn how to allocate costs associated with fringe benefits provided to employees and how to determine when a cost is either ...
  2. Should You File an Early Tax Return?

    Filing an early tax return makes sense if you are receiving a refund, but what if you owe tax? There are more reasons to ...
  3. Why is Ireland sometimes referred to as a tax haven?

    Learn why Ireland is a desirable location for corporations, how low the country's tax rate is and what taxation and economic ...
  4. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  5. Gift Tax

    A federal tax applied to people giving anything of value to another person. Exclusions generally limit the tax to gifts worth ...
  6. Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  1. Carlos Slim's Net Worth: How He Built His Wealth

    How did Carlos Slim Helú get to be so wealthy? A look at his road to success.
  2. 10 Reasons to Use Your Credit Card

    There's a surprising credit card strategy you should employ as a consumer: Use your credit card for everything (well, almost). ...
  3. The Best Time to Buy First Class Airline Tickets

    Book at least a week in advance and try these less-well-known routes to the least pricey first class seats.
  4. Top 3 Differences Between Business and First Class

    Should you pay extra to fly first class?
  5. United Airlines vs. Delta First Class: Which Is Better?

    Both airlines allow you to check two free bags to most destinations when you fly first class, but baggage isn’t everything.
  6. Green Cards: How to Get One

    Grounds for getting a green card include having family members in the U.S., being a certain type of refugee or specialized ...
Hot Definitions
  1. Efficiency Ratio

    Ratios that are typically used to analyze how well a company uses its assets and liabilities internally. Efficiency Ratios ...
  2. Turkey

    Slang for an investment that yields disappointing results or turns out worse than expected. Failed business deals, securities ...
  3. Maintenance Margin

    The minimum amount of equity that must be maintained in a margin account. In the context of the NYSE and FINRA, after an ...
  4. Salvage Value

    The estimated value that an asset will realize upon its sale at the end of its useful life. The value is used in accounting ...
  5. Cryptocurrency

    A digital or virtual currency that uses cryptography for security. A cryptocurrency is difficult to counterfeit because of ...
  6. Promissory Note

    A financial instrument that contains a written promise by one party to pay another party a definite sum of money either on ...
Trading Center