Wealth Management

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6 hours ago

Bear Market Risk: Are Stocks Due For A Fall?

After two years of exceptional stock returns, what does history tell us about what to expect ahead? Looking at the long-term returns and earnings can provide insights.

ByBill StoneContributor
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Jan 3, 2025

Oil Heads Higher: So Do These 4 NYSE And Nasdaq Petro Stocks

As the price of oil finally breaks upward after a long (3 or 4 months) period of consolidation, some stocks in the petroleum group are following it higher...

ByJohn NavinContributor
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Jan 2, 2025

The 2025 Theme For Estate Planning: Be Prepared

By addressing regulatory compliance, legislative uncertainty, industry consolidation, economic shifts, and emerging trends head-on, you can safeguard your wealth and secure your legacy.

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Jan 2, 2025

Advice From A Legend: Warren Buffett’s Take On Estate Planning

At 95, the iconic investor continues to share wisdom, not just about business, but about life and legacy.

ByAndrew RosenContributor
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Dec 31, 2024

Financial Fresh Start

How to start the new year on the right financial foot.

ByFred HublerContributor
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PREMIUMDec 30, 2024

Octogenarian Wisdom And Stock Picks From Billionaire Investor Ron Baron

Money manager Ron Baron leans Democratic, but when it comes to his money, Elon Musk has been his sherpa. With nearly $50 billion under management today, the 81-year-old says he is aiming for $200 billion in the next ten years.

BySergei KlebnikovForbes Staff
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Dec 28, 2024

2025 Market Outlook: Stocks And Bonds Through The Looking-Glass

Rather than provide forecasts, this outlook seeks to determine whether the fundamental expectations baked into stocks and bonds are reasonable and where the risks lie.

ByBill StoneContributor
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Dec 27, 2024

And We Are Off Again: 5th Circuit Vacates Stay Of Injunction In CTA Case

The Fifth Circuit has vacated their own order staying the preliminary injunction in the Texas Top Cop Shop v Garland case on the Corporate Transparency Act.

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Dec 26, 2024

New Year, New Financial Game Plan: 8 Steps To Kickstart 2025

To help start the year strong, here’s a roadmap to organize your finances and set yourself up for a prosperous year.

ByAndrew RosenContributor
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Dec 24, 2024

Beneficial Ownership Reporting Deadlines Reinstated, Extended

The federal Court of Appeals issued a decision on December 23, 2024, which reinstates the requirement for filing but the deadlines have been extended.

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Dec 23, 2024

4 Low P/E Stocks With Low Or No Debt And 3%-Plus Dividends

With the growth stock mania has ended and investors begin avoiding the large cap tech and social media names like Nvidia, Tesla and Palantir, some of that money may...

ByJohn NavinContributor
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Dec 22, 2024

Will Santa Claus Visit Wall Street This Holiday Season?

The Santa Claus Rally period starts Tuesday, with stocks rising an average of 1.3%. The Grinch might spoil our bullish holiday season, but the odds favor Santa's arrival.

ByBill StoneContributor
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Dec 21, 2024

What Will The Market Return In 2025?

What will the market return in 2025? History offers clues, but not specificity. Learn how to invest wisely amid uncertainty.

ByJohn JenningsContributor
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Dec 20, 2024

Europe’s Wealth Management Edge: Lessons For U.S. Firms

The world’s wealthiest families are navigating some significant changes—from economic uncertainty to generational shifts to digital transformation. Europe is setting the pace.

ByApril RudinContributor
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Dec 20, 2024

5 Year-End Giving Lessons From MacKenzie

MacKenzie Scott recently announced $2 billion of grants to 199 nonprofits. Her approach provides lessons for billionaires and everyday donors alike.

ByDavid BowermasterContributor
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Dec 19, 2024

The Order Of Operations: How To Strategically Tap Retirement Funds

Let’s break down the best approach to strategically access your retirement funds.

ByAndrew RosenContributor
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Dec 16, 2024

Stock Market Predictions For 2025: Is It Time To Invest In Artwork And Collectibles?

As market dynamics evolve, alternative assets like art and collectibles will be promoted but, like all alternative investments, it is not risk free.

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Dec 15, 2024

Will Sticky Inflation Stop The Fed Rate Cut?

Higher inflation and a resilient economy have some wondering if the Fed will cut rates this week. This week will be full of economic data ahead of the Christmas week.

ByBill StoneContributor
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Dec 12, 2024

Living Longer, Planning Smarter: Future Impact Of More Centenarians

According to recent reports, the number of people living to age 100 is expected to quadruple over the next 30 years.

ByAndrew RosenContributor
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Dec 11, 2024

These 5 Stocks Just Dropped Below Their 200-Day Moving Averages

Below the 200-day moving average is an alarm bell for those investors who keep an eye on price charts.

ByJohn NavinContributor