See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
Planning professionals need to master the skill of communicating the tax savings from a planning technique in a manner that a potential client can quickly and easily understand. This is particularly true when dealing with charitable giving...
(Bloomberg View) -- The Harvard Management Co., which oversees Harvard University’s endowment and other investments, just released its 2016 annual report. Its grim reading: the fund had a negative return of 2 percent and was worth about...
The rich are still getting richer. | Copyright Graeme Robertson, Getty Images
The rate at which global financial assets increased in 2015 slowed to 4.9 percent, nearly half of the rate of the previous three years, according to the seventh edit...
(Bloomberg) -- Yale University posted a 3.4 percent investment gain, besting rival Harvard University, which joined most college endowments in reporting annual losses...