7 Steps Wealthy Are Taking to Reap Trump’s Tax Bonanza
Even middle-income Americans are moving to profit in 2016 from lower taxes in the future.
Trump’s Campaign Pledges Would Slash Some Nonprofits: Philanthropy Report
Caps on deductions and slashed spending would cut many charities to the bone, according to The Chronicle of Philanthropy.
The 5 ‘Mega Trends’ Remaking Wealth Management
Laser App published the first in a series of white papers detailing the trends and the effect they’ll have on the wealth management industry.
Prepping the Winter Home
For many HNW individuals, homes in wintry climates can present extraordinary financial risks, from burst pipes in kitchens to ice damming at roof edges.
16 Best & Worst 529 College Savings Plans of 2016: Morningstar
Of the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
Pensions, Endowments Reap Best Quarterly Returns Since 2014
Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
Top 15 Charities for 2015 Fundraising
Private support for Philanthropy 400 organizations increased by 7% over 2014.
10 Worst U.S. Cities to Build Wealth
Bankrate finds that a city’s overall wealth does not mean the average household has the tools it needs to get ahead financially.
SEC Charges Advisor for Overbilling Fees, Stealing Assets
The SEC says Marc Broidy billed excess fees and also misappropriated funds to pay for overseas trips and leases on luxury vehicles.
College Gets More Expensive, Again
Tuition and fees at private and public schools alike keep rising faster than inflation.