Individual Wealth

The survey found that 79% of Black millionaires and 72% of Hispanic high-net-worth individuals favor investments that make a positive social impact, such as promoting equality and inclusion.

Transparency is not the norm with estate plans. But maybe it should be.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Or, more appropriately, the $100 millionaire tax.

The president’s proposal is not only plagued by practical problems, but also undermines one of the core goals of a progressive tax system.

Scott, 51, the philanthropist and former wife of Amazon.com Inc. founder Jeff Bezos, has a fortune of $54.4 billion. This is her largest gift since joining the Giving Pledge in 2019.

The conventional wisdom of what 'whole life' is and how it works is often far from the truth.

A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving.