Insights

People who have been disciplined about saving for retirement are typically looking forward to the day when they can stop working (or at...

It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason:...

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents...

It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even then, it may be...

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other...

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...

As we enter the “home stretch” in our look at the “ABC’s” of behavioral investing, it might be important to reflect, for a moment, on how...

In our last visit to the “ABCs” of behavioral investing, we looked at fear, greed, and the herd mentality and how they can work together...

This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect...

In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing...

In the first article of this series, we introduced the broad concepts of behavioral investing, especially the ways in which our human...

Legendary economist and investor Benjamin Graham (1894–1976) made a timeless observation, decades ago: “The investor’s chief problem—and...

With the expansion of the standard personal deduction and the related reduction in applicability of other itemized deductions from the...

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being....

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries...

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into...

If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you...

A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about...

If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get...

Have you taken steps to protect the assets you have worked so hard to build? Chances are, you know someone who has been sued. Maybe that...

Getting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge...