Individual Wealth

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

The sale, which will take place live at the Bellagio and be conducted by Sotheby’s, will include paintings, works on paper, and ceramics.

More than 80 taxpayers collectively walked away with more than $1 billion in total savings in 2018, the first year the pass-through tax break was available.

The long-awaited bipartisan infrastructure bill also has potential ramifications for fiduciaries.

Strong demand from millennials and an undersupply of rental homes underscores the potential for long-term rent growth.

With the strong second quarter earnings results of growth stocks and the re-emergence of COVID-19, it's time to broaden the field of value ETFs investors should consider.

A roundup of recent industry surveys.

The proposal would clarify rules on who is a broker for cryptocurrency and ensure that it wouldn’t sweep in software developers, cryptocurrency transaction validators, node operators or other non-brokers.

The fund will be presented to clients as the safest and cheapest Bitcoin investment vehicle available on the private markets.