College Gets More Expensive, Again
Tuition and fees at private and public schools alike keep rising faster than inflation.
On the Ballot: Key State and Local Tax Proposals
In several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
Where Wealthy Donors Give and What They Expect: U.S. Trust Survey
The wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
10 Best U.S. Cities to Build Wealth
A number of factors influence how quickly and effectively a household can build its wealth, and many hinge on geography.
The Collectibles Market: More Than a Labor of Love, Potentially Very Lucrative
The deputy chairman of Christie’s suggests that investors focus on markets like wine and jewelry where investments can be easily tracked.
Schwab, Fidelity Having Banner Year for Charitable Giving
The donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
9 Key Things Next President Should Do to Fix Economy: Brookings
Although the economy hasn’t always been the focus of this campaign, it will be among the most important challenges for the next president.
The Rich Are Also Different From One Another
For one thing, they’re much less likely to have inherited their wealth than their counterparts in many supposedly more egalitarian countries.
Millennials Lead Shift in How Donors Think About Giving
American donors are changing their approach to charitable giving and their views on how to solve a wide range of global challenges.
4 Ways to Improve Your Financial Planning Quarterback Rating
Become more familiar with your clients’ plans and serve as the quarterback to address issues before they lead to unintended consequences.