Wealth Management
$22 Billion Florida Advisor Gave Up The Art World For Wall Street
Forty years ago, Morgan Stanley’s Deborah Monateperto made a very profitable career pivot. Helping clients manage their liabilities are key to her success.
More From Wealth Management
How Important Is Employee Retention In Family Offices?
In this article, we discuss the importance of employee retention within Family Offices, exploring its impact on long-term success.
The Russell 2000’s Biggest Holding: Super Micro Computer
The Russell 2000 has 2000 stock components and the biggest, most heavily weighted one is one of the most volatile stocks around: Super Micro Computer.
Better Earnings Don’t Stop The Plunge In Stocks
Worries about the soft landing sent stocks tumbling. The second busiest week of earnings season has four of the Magnificent 7 report earnings, which will be crucial.
The Nasdaq 100 Finally Cracks Along With Apple, Meta, Nvidia And Tesla
The Nasdaq 100 had a really bad day, finally, on Friday and a host of the big cap tech and social media favorites helped to take it down.
Pfizer On The New Lows List. Big Dividend Fails To Attract Buyers.
Pfizer, Biogen and Wolfspeed are making fresh appearances on the NYSE new lows list as the general stock sell-off continues.
Who Will Benefit From O.J. Simpson's Estate? It's Complicated
Under Nevada law, expenses get paid first and then debts like the civil judgment won by the families of Ron Goldman and Nicole Brown for their murders–all before heirs.
Three Things To Consider Before You Downsize In Retirement
Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their current needs.
Rate Cuts In Doubt, But Does It Matter?
Back in the fall of 2023, the Fed signaled that rate hikes were finished, prompting a significant stock market rally that has been largely uninterrupted.
Tesla Breaks Down. So Do Baidu, Sirius XM, NIO And Xpeng
Selling is not a new feature for Tesla stock, but the recent break below a previously established support level is significant.
IRS Gives Another Breather To Taxpayers Who Have Inherited IRAs
The IRS is offering a delay to some taxpayers who would have had to take required minimum distributions (RMDs) for 2024.
It’s All About You (Not Me) Reframing Wealth Management Communications
As the industry evolves, clients increasingly demand personalized experiences and tailored solutions that align with their unique financial goals and values.
Rethinking The Estate And Gift Tax – A Global Perspective
Any modifications to the estate tax framework must navigate significant hurdles related to public support and political viability, requiring a balanced approach to achieve fairness and efficacy.
These 4 NYSE Stocks Just Broke Below Previous Price Support
When buyers fail to show up at the price where they previously paid, it’s a sign of weakness for a stock.
A Little Extra Planning Can Avoid ‘Heir Wars’
A lot of an estate can be wasted on lawyers' fees when wills or trusts have built-in conflicts.
Inflation And Banks Drag Stocks Lower Despite Earnings
As shown by the banks, the focus will be on earnings guidance for the remainder of 2024. Hot inflation likely scuttled the Fed’s June rate cut, sending stocks lower.
5 Low P/E Dividend Paying Russell 2000 Small Caps
These 5 stocks, all components of the Russell 2000 index, qualify as value stocks, given their low price-earnings ratios (relative to the stock market as a whole), the...
Investing Wisdom And Life Lessons From Blackstone Billionaire Steve Schwarzman
Steve Schwarzman’s guiding philosophy has always been to “go big,” and despite having surpassed $1 trillion in assets, he isn't finished expanding Blackstone.
Using Financial Modeling To Find Out If You Should Work Another Year
Financial modeling is used during the financial planning process to help you "play out" various potential scenarios within your life.
Rules Of Disengagement: The Financial Realities Of Your New Spousal Support Arragement
Splitting the life you’ve built with someone can be a very daunting, overwhelming and unpleasant task.
Estate Planning For Owners, Investors And Creators Of Art
Art's unique nature necessitates a blend of rational and emotional considerations, requiring thorough planning to navigate tax complications and unexpected events.