Forget $1 Million. To Feel Wealthy, You Need $5 Million in Assets
HNW and affluent investors tell UBS that it takes a minimum of $5 million in investable assets to feel wealthy these days.
10 Wealth Planning Tips for a Post-DOMA World: Aspiriant
Aspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMA’s repeal.
HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACA
The looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.
Are U.S. Stocks Overvalued?
To answer that, it's good to review key indicators, like the Shiller P/E ratio, and their recent history, experts say.
Financial Planning: Art or Science?
Good financial planning, like intelligent art, requires an understanding of science.
Immigration Reform May Bruise Stocks
A legislative push carries surprising implications.
Early Adopter of International Investing Sees the Payoff
Bob Haley, the founder of Advanced Wealth Management began to devote particular attention to international investing around 1997–1998.
Malaysia Is Gateway to ASEAN and Optimal Investment Destination
Malaysia has a lot going for it and the foreign direct investment continues to roll in and prop up growth.
Australia's Economy Continues To Grow, With No Recession In Sight
The Commonwealth of Australia, which only became a country in 1901—when its six original colonies federated—has capitalized on its vast natural resources to become a prosperous place.
A Growing Firm’s Challenge: Limiting HR’s Reach
As advisory firms grow and hire HR professionals, make sure, firm owner, that you don’t try to delegate the most important duties you owe to your employees.