Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.

With younger generations facing higher housing costs and a tricky job market, many are living at home and getting financial assistance from their families.

When it comes to divorce, a will or trust often is not the last word on estate distribution.

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations