Browsing: Estate & Legacy

CG Financial Services, a hybrid registered investment advisor with $11 billion in assets under advisement and $4 billion in AUM,…

As holiday giving season kicks into high gear, donors face a charitable landscape that is significantly different from the one…

(Bloomberg) — Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades…

If you’re among the nearly one in four Americans who are providing financial support to an aging parent, chances are…

(Bloomberg) — JPMorgan Chase & Co.’s asset management arm is pitching private markets as essential ballast to investor portfolios amid…

Drafting an estate plan is one of the most responsible things you can do for yourself and your family. Contrary…

If you invest in or own assets, like real estate, stocks, and other securities, understanding the IRS tax rules for…

Lawmakers and regulators must reform the “significant litigious environment” and make it more difficult for investors (and their attorneys) to…

Investors are responding well to AI-powered assistants when using digital wealth platforms, according to the J.D. Power 2025 U.S. Wealth…

The Social Security retirement earnings test is a set of rules that determines how much of an individual’s Social Security…