An investing approach that's different from "buying the index" lets you invest without so much exposure to the potential volatility of the big tech stocks.
Africa Wiki Women encourages African women’s advancement in online knowledge creation and sharing through training, contribution campaigns, and mentorship programs.
Working with ultra-high-net-worth families doesn't mean rebuilding your firm, but offering advice that is structured, empowering and intentional. Here's how.
If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
Schools are increasingly expected to teach children how to manage money, but classroom learning pales in comparison to good examples set by the family at home.
When you're a high earner, the skills that got you to the top of your profession aren't necessarily the same ones you need to build wealth.
Don't let soaring insurance premiums eat into your retirement income.
We just retired at 67 with $4.1 million. My husband wants to keep 50% of our investments in stocks. I say it's not worth the risk. Who's right?
Here is what the SKI trend means for your retirement plan.
New rules are expanding who qualifies for citizenship by ancestry. Who qualifies and what it costs
In this week's Ask the Editor Q&A, Joy Taylor answers questions on the due date for filing your federal tax return and other tax filing subjects.
New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.
Find out if your retirement savings are on track with our quick quiz.
Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.
GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.
Trump accounts are a sound enough idea, except that future withdrawals will be taxable. One solution would be to give them a Roth-style tax-free structure.