Wealth Planning


Strategies, tools and tips for more effective wealth management.

In Rebranding, United Capital Hopes to Redefine ‘Wealth Management’

  • Mar 31, 2015
    The Daily Brief

    Where the 1% Live

    Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent study by personal finance website MoneyRates.com. Mississippi has the highest number of low earners....More
  • Mar 30, 2015

    Charitable Gifts: Tax Reform?

    Conrad Teitell discusses the behavioral and economic consequences of tax-law changes as predicted by static and dynamic scoring methods, respectively...More
  • Mar 27, 2015
    The Daily Brief

    Too Big to Fail?

    Vanguard experienced net inflow of $219 billion into U.S. mutual funds and ETFs in 2014, and is predicted to command 20 percent of total industry assets by the end of 2015....More
  • Mar 26, 2015

    Legendary Coach Dean Smith Planned a Final Farewall for his Players

    Almost two months after the iconic coach Dean Smith passed away, his former players received a final farewell this week....More

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