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The Wealth Management Index
May 03, 2021
The most up-to-date financial statistics across nine categories to boost your financial literacy and fine-tune your decision-making—personal and professional.
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MacKenzie Scott’s Unconventional Style of Giving Spurs Elaborate Scams
May 03, 2021
Should the philanthropically inclined do more to protect the vulnerable?
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AEW’s Szymanski Sees More Momentum for REITs
Apr 26, 2021
REITs have outperformed the broader market so far in 2021, and one large real estate investment advisor explains why she sees even more upside potential.
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Biden Aims at Top 0.3% With Bid to Tax Capital Like Wages
Apr 23, 2021
President Joe Biden's plans to double the capital gains tax for those earning $1 million or more would affect only about 0.32% of American taxpayers.
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Wall Street on Tax Plan: ‘It Will Incentivize Selling This Year’
Apr 22, 2021
President Joe Biden will propose almost doubling the capital gains tax rate to 39.6% for those earning $1 million or more, an increase from the current base rate of 20%.
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Estate Planning Lessons From Mookie Betts and Fernando Tatis Jr.
Apr 21, 2021
The giant contracts recently signed by these two young MLB stars can act as a teaching moment for "normal" clients.
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Redemption Requests Slow Inflows to Real Estate Interval Funds
Apr 19, 2021
Interval fund structures have been widely adopted by the institutional management sector, including for commercial real estate.
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Medicare Won’t Alert Clients About Part B Eligibility
Apr 15, 2021
It’s up to advisors to remain vigilant to help clients avoid the consequences of mistakenly delaying enrollment.
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The 20 ETFs with the Greatest Inflows in the Past Month
Apr 15, 2021
BlackRock's U.S. Carbon Transition Readiness ETF (LCTU) took in $1.25 billion at its launch, marking the biggest inflow at inception in ETF history, and dwarfing all other funds over the past month.
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As Tenants Accelerate Office Return Plans, Investors See an Opportunity
Apr 14, 2021
Remote work was expected to devastate the office sector. But suddenly many firms are switching gears and pushing for the returns of workforces.
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