High Net Worth

Be careful. It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...

Be prepared.

The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution, and is further complicated by new rules for corporate fiduciaries. In this article, the first in a series, we briefly set forth the...

A baseball signed by Bill Clinton is worth $850. | Copyright Scott Wachter, Getty Images Among sports memorabilia, a baseball signed by one of the presidents of the United States has become quite the valuable niche, with some autographed b...

Improper succession planning can ruin decades of hard work.

Consider its value in solving succession problems

A strong advisory team can help the owner avoid conflicts and maximize the value received

View these individuals through a different lens

Taking things to a higher level

Executing best practices can help avoid a fire sale