Bubble beware. | Copyright Cate Gillon, Getty Images Housing markets in most cities are overvalued, according to UBS Wealth Management’s Global Real Estate Bubble Index that launched Thursday. The firm, which looked at 15 cities globally...

Promoting independence to avoid “Stepford kids”

Millennials believe. | Copyright Matthew Busch, Getty Images Stock markets like certainty. That's why the markets tend to get a boost after presidential elections, regardless of who wins. But young Americans are strikingly more bullish on ...

Charitable planning can give you an edge,  but commitment is key

A transfer of shares to a closely held corporation as part of a settlement agreement was made in the ordinary course of business and for full and adequate consideration

Boo! | Jen Bray Photography/iStock/Thinkstock Spooky, spooky advisors. According to a new online survey conducted by Harris Poll on behalf of independent financial advisory firm McAdam, nearly three-quarters (71 percent) of Americans say t...

Four Observations about Planning for Family Business Succession