Wealth Management

in Business, Energy, Investing, Markets, Money, Personal Finance, Retail, Retirement, Wealth Management
Dow Falls Nearly 300 Points, Treasury Yields Surge As Experts Warn Of A Hard Economic Landing
Topline Stocks fell and rates on government bonds surged on Wednesday as investor concerns about a slowdown in economic growth continued to weigh on markets, while oil jumped to a 13-week high on the back of climbing U.S. gas prices. Stocks will struggle for direction until there are “clear signs” that the Fed is taming… More
June 8, 2022, 1:09 pm
in Billionaires, Business, Energy, Investing, Markets, Money, Personal Finance, Wealth Management
Buffett Buys More Occidental Shares—Here’s How His Top Holdings Have Fared In This Year’s Brutal Market
Topline Billionaire investor Warren Buffett continues to see opportunities in the stock market despite a selloff in recent months, recently snapping up more shares of energy company Occidental Petroleum, as some of his biggest holdings continue to outperform despite surging volatility this year. Some of the billionaire investor’s big bets in energy and consumer-related stocks… More
March 17, 2022, 12:30 pm
in Money, Personal Finance, Wealth Management
Tax-Deductible Ways Of Giving For Ukraine
Ukraine blue yellow flags evolving on a wind near town hall classic architecture building with … [+] columns arch windows and soft pink and white walls, independence and revolution of dignity concept getty As the War in Ukraine intensifies, appeals have gone out for financial and material support for the refugees, both inside Ukraine and… More
March 3, 2022, 12:54 pm
in Billionaires, Business, Consumer Tech, Innovation, Investing, Markets, Media, Money, Personal Finance, Wealth Management
Facebook Faces An ‘Existential Moment’ After $230 Billion Stock Crash
Topline Shares of Facebook parent Meta fell over 25% on Thursday—erasing over $230 billion in market value for its worst trading session in history—after the company’s dismal quarterly earnings report showed declining users and surging expenses related to the company’s metaverse project. Facebook’s stock had its biggest drop ever, losing a quarter of its value… More
February 3, 2022, 10:27 am
in Billionaires, Money, Wealth Management
Victory For Trump As Scottish Court Rules Ministers Don’t Have To Investigate Turnberry Purchase
Donald Trump at the Women’s British Open Golf Championships in Turnberry, Scotland. AFP via Getty Images A court in Scotland has ruled that Scottish ministers do not have a “duty” to investigate Donald Trump’s purchase of Turnberry Golf Club using an “unexplained wealth order.” The ruling is a victory for the Trump Organization, which has… More
November 25, 2021, 6:58 am
in Money, Retirement, Wealth Management
What The Bob Ross Estate Fight Can Teach Business Owners
By Kimberly A. Eddleston and Jonas Ruzek, Next Avenue Editor’s note: This article is co-written by a member of the board of editors at EIX.org from The Richard M. Schulze Family Foundation, which is a funder of a Next Avenue. ASSOCIATED PRESS The new, buzzy Netflix NFLX documentary on the late, beloved, iconic public broadcasting TV host, painter Bob… More
September 16, 2021, 4:10 pm
in Investing, Money, Wealth Management
4 REIT’s Paying 5+% Dividends, All Trading Below Book Value
Real estate investment trusts REITs investing concept. getty Investors in these real estate investment trusts benefit from dividends greater than the yields paid by owning 10-year Treasury notes. These REITS are cheap, too, if you can judge by applying classic valuation techniques: each one is now trading below book value. The catch may be that… More
June 28, 2021, 12:55 pm
in Investing, Money, Wealth Management
The Guns And Butter Era Has Returned, Bringing Inflation With It
2nd December 1963: American President Lyndon Baines Johnson addresses the nation on his first … [+] thanksgiving day television programme, broadcast from the executive offices of the White House. (Photo by Keystone/Getty Images) Getty Images In response to the coronavirus pandemic, the U.S. government embarked on an unprecedented surge of fiscal spending and monetary easing… More
April 29, 2021, 4:15 pm
in Investing, Markets, Money, Wealth Management
The First Rule Of Money Management: Know Who To Trust
Getty getty When he passed away last week, Bernie Madoff still had 139 years left on his prison sentence. Anyone over the age of 30 remembers the story—Madoff swindled thousands of investors for billions of dollars, running one of the most elaborate Ponzi schemes in history. In an ideal world, Madoff’s conviction would have been… More
April 23, 2021, 11:10 am
in Investing, Money, Taxes, Wealth Management
Two Powerful Charitable Giving Strategies—Compared
Which is better, using appreciated securities or an IRA? Here’s a calculator to answer the question. Volunteers at Habitat for Humanity in Culver City, California. (Photo by John Wolfsohn) Getty Images The 2017 tax law, with its huge standard deduction, did serious damage to the tax benefits of philanthropy: Now, for a lot of taxpayers,… More
April 17, 2021, 3:41 pm
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in Investing, Money, Wealth Management
How To Shore Up Your Portfolio By Targeting Emerging Market Stocks
Stock market graph. getty Emerging markets offer favorable conditions for value investing. Here are 3 ways to explore opportunities in emerging markets. With global bond interest rates near 5,000-year lows and U.S. stocks trading near 100-year highs, the traditional 60/40 balanced investment portfolio’s return outlook is somewhat bleak. Generating an attractive real return is becoming more challenging, requiring that investors… More
March 30, 2021, 3:45 pm
in Money, Personal Finance, Wealth Management
How Scary Is The IRS?
Problems with taxes. Handcuffs and money. Tax evasion concept. getty When my grandmother was with us, I took care of her finances including filing her tax return every year. Her return was very simple, and I usually finished it well ahead of the April 15th deadline. One year, I completed it in early March and… More
February 26, 2021, 10:13 am
in Money, Personal Finance, Wealth Management
Lessons From the Master
To have know-how or to have knowledge. Hand turns a dice and changes the word “know-how” to … [+] “knowledge”. getty L. Paul Hood Jr., Director of Giving at the University of Toledo Foundation, Toledo, OH; and, one of the Deans of the estate planning community, recently wrote an article in the NAEPC Journal of… More
February 6, 2021, 9:49 am
in Investing, Money, Personal Finance, Wealth Management
5 Signs It’s Time To Find A New Advisor In 2021
getty How often did your financial advisor contact you in 2020? How frequently did he or she call to see how you were doing, provide proactive guidance, or advise you on new opportunities, including those available under the CARES Act? If the sound of crickets is the only thing that comes to mind, it might… More
January 14, 2021, 9:05 am
in Business, Investing, Markets, Money, Wealth Management
Bitcoin Continues Its Climb, Soars Above $40,000 For The First Time
Topline Bitcoin, the world’s largest and most popular cryptocurrency, surged past the $40,000 plateau Thursday for the first time in its history, pushing the total value of the entire cryptocurrency market beyond $1 trillion, which also represented a historical first. A photo of Bitcoin in Shiyan, Hubei Province, China.- PHOTOGRAPH BY Costfoto / Barcroft Studios… More
January 7, 2021, 3:03 pm

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