Search our articles archive

It’s not what you make, but what you keep after taxes that counts. And these days, tax-efficient investing is more important than ever.

Forecast returns built into most retirement tools no longer valid, experts say; 8% is history.

When Tom Rogerson talks to wealthy families about how to preserve their wealth and make it work for them, he knows from difficult experience of what he speaks.

Launched in September 2011, Personal Capital is the most recent endeavor of finance veteran Bill Harris – former CEO of PayPal and Intuit.

Oct. 17 may not be known officially as Mulligan Day, but affluent investors who converted their conventional IRA to a Roth last year may want to consider a “do-over” and re-characterize their account by the deadline date.

Investors typically set up a diversified investment portfolio to reduce their risk. Just hold a good mix of different kinds of stocks, along with some bonds and cash, and your problems are over.

New academic research shows low-risk stocks outperform high-risk stocks; ‘one of the most startling facts in finance’.

Correlation drops dramatically over five years; investors holding too much stock, too little real estate, says Nareit economist.

New study offers a comprehensive look at the portfolios and investment decisions of several hundred of the wealthiest families in the U.S.

Whether you are systematizing chores, tracking them or an allowance or getting kids started on financial goal planning and spending there are tools for it.