Wealth Management

How to Navigate Markets Through the Euro-Zone Turmoil

Gemma Godfrey | Posted 05.18.2012

Read More: Europe, Banks, Debt, Spain, Euro, China, Portfolio, Dividend, Drachma, Investment, Portugal, Greece, Fsa, Wealth Management, French, Greek Exit, Election, Stocks, M&A, Buying Opportunities, Fund Managers, Allocation, Inflation, Emerging Market, Yield, Business News
Gemma Godfrey

As the euro zone crisis intensifies and global markets reflect investor concerns, we ask ourselves, is a Greek exit from the euro on its way? Preparations have already begun to protect shareholder interest.

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Morgan Stanley Faces Loss Due To Accounting Charge

AP | CHRISTINA REXRODE | Posted 04.19.2012

Read More: Investment Banks, Earnings, Factset, Goldman Sachs, Video, Morgan Stanley, Ceo James Gorman, Wealth Management, Revenue, Accounting, Financial Planning, Investors, Business News

NEW YORK — Morgan Stanley reported earnings that far exceeded investors' forecasts Thursday, sending its stock higher even as the rest of the ma...

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The Seven Pearls; A Financial Guide To Empower Women

Toni Nagy | Posted 04.12.2012

Read More: Wall Street, Wealth, Women's Issues, Money, Wealth Management, Economy, Saving Money, Finances, Personal Finance, Financial Advice, Women and Money, Financial Advice for Women, Women News
Toni Nagy

"Women have not yet realized the amount of power they have today to create wealth -- more power, we believe, than any time in prior history, at least here in the United States."

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Dan Froomkin

Super Rich Still Have Little To Fear From IRS

HuffingtonPost.com | Dan Froomkin | Posted 04.10.2012

Read More: Taxes, Super Rich, Irs, Wealth Management, Trac, Super Rich Irs, Tax Avoidance, IRS Audits, Business News

WASHINGTON -- Despite the Internal Revenue Service's promise to bring new scrutiny to tax avoidance schemes used by the super rich, a new report finds...

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Bank Launches New Business For Ultra-Wealthy

Reuters | Posted 06.01.2012

Read More: Ipos, Portfolio, Wells's Family Wealth, Mergers and Acquisitions, Video, Initial Public Offerings, Ultra-High-Net-Worth Individuals, Wealth Management, Wells Fargo, Reuters, Merger, Abbot Downing, Lowry Hill, Business News

By Ashley Lau April 2 (Reuters) - Wells Fargo & Co opened its new Abbot Downing business on Monday, o fficially merging two of its...

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Wealth, Prosperity and Longevity (Part I)

Blythe McGarvie | Posted 05.21.2012

Read More: Global Business Leadership, Shaking the Globe, Foreign Relations, Cultural Relations, Global Business Development, Global Business Relations, Wealth Management, Business News
Blythe McGarvie

Understanding how to work in different cultures, while not giving up your own belief system, will separate the mountain climbers who make it to the summit from those that are stuck at base camp -- and from those who plunge to their demise.

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LinkedIn -- The Gateway Drug to Social Media for Financial Services and Others

April Rudin | Posted 05.12.2012

Read More: Internet, Business Development, Social Media, Linked In, Linkedin, Private Wealth Management, Wealth, Wealth Management, Banking, Private Banking, Client-Acquisition, Business News
April Rudin

There are many reports which support the idea that today's potential client will be intolerant of their wealth manager's reluctance to engage on social media platforms.

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Don't Leave Your Shrink Out Of This Discussion

Reuters | Posted 05.05.2012

Read More: Lawyers, Wills, Shrinks, Wealth Management, Reuters, Psychologists, Psychology, Family Money, Family Money Problems, Money News

By Mitch Lipka March 5 (Reuters) - When it comes to family squabbles over money -- particularly contentious ones involving inheritances -- yo...

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Credit Cards May Not Be So Bad, After All

Don McNay | Posted 03.19.2012

Read More: Debt, Credit Cards, Small Business Owners, Personal Finance, Credit Card Debt, Wealth Management, Business News
Don McNay

I went over a decade without a credit card. I've proven you can live without them. Now I am saying that some people, especially small business owners, might want to think about getting a card and using it wisely. Why the change?

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5 Ways to Improve Your Budget in 2012

Richard Barrington | Posted 02.05.2012

Read More: Personal Finance, Personal Budget, Debt, Retirement, Economy, Inflation, Internet Shopping Tools, Wealth Management, Personal Finance Tip, Managing Your Budget, Credit Card Debt, Frugality, Business News
Richard Barrington

If you've had a tough time controlling your spending in the past, there are good reasons why things could be different in 2012.

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Wells Fargo Opening Bank For The Super Rich

Posted 01.06.2012

Read More: Abbot Downing Super Rich, Abbot Downing, Bank Fees, Wells Fargo New Bank, Wealth Management, Abbot Downing Chicago, Big Banks, Wells Fargo, Occupy Wall Street, Chicago News

Wells Fargo & Co.'s new bank for the super rich is set to open in Chicago, targeting households with $50 million or more to invest. Abbot Downing ...

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More Than Snakes, Blood and Other Halloween Frights, Financial Phobias Haunt Many Americans

Pamela Yellen | Posted 12.25.2011

Read More: Retirement Planning Method, Financial Phobias, Personal Finance Fears, Personal Finance, Wealth Management, Retirement Plan, Business News
Pamela Yellen

An exclusive nationwide online survey conducted this month by my company, Bank on Yourself, finds that by a margin of almost four-to-one, many Americans would rather die than outlive their money.

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12 Free Checking Accounts for Baby Boomers

Richard Barrington | Posted 12.25.2011

Read More: Savings Accounts, Banks, Baby Boomers, Checking Accounts, Bank Fees, Seniors, Personal Finance Tips, Wealth Management, Personal Finance Boomers, Personal Finance Tips Boomers, Personal Finance, Huff/Post50 News
Richard Barrington

At a time when the free checking account is practically an endangered species, having special access to free checking is a valuable benefit.

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Will I Outlive My Money?$?

Holly Palance | Posted 12.22.2011

Read More: Baby Boomers Savings, Retirement Savings Plans, Wealth Management, Baby Boomers Retirement, Personal Wealth, Retirement, Recession, Aging Baby Boomers, Retirement Savings, Social Security, Social Security Reform, Huff/Post50 News
Holly Palance

Pals may think I'm exaggerating, but the more I bring up the subject, the more I hear evidence that we're not alone. For boomers in their sixties, the big concern is outliving our savings.

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Jo Piazza

David Banner Warns Rising Stars To Spend Money Wisely

HuffingtonPost.com | Jo Piazza | Posted 12.19.2011

Read More: David Banner Twitter, Wealth Management, David Banner, African American Community, David Banner Money, Money Management, David Banner Rapper, African Americans, Bv-Money, Celebrities, David Banner Interview, Video, Celebrity News

Rapper and entrepreneur David Banner is no stranger to the fame game, but instead of flaunting his fortune, he's trying to help other rising stars kee...

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What You Can Learn From This Kodak Moment

Dan Solin | Posted 12.18.2011

Read More: Kodak Bankruptcy, Stock Market, Kodak, Stock Brokers, Wealth Management, Personal Wealth, Business News
Dan Solin

In my experience, the primary difference between middle class and wealthy investors is that wealthy investors lose more money in the markets, because they have more to lose.

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Simple Investing for Troubled Times

Dan Solin | Posted 12.11.2011

Read More: Investing, Personal Finance, Personal Finance Tips, Account Management, Investing Tips, Wealth Management, Business News
Dan Solin

"It is very hard, if not impossible, to justify active management if your goal is to grow wealth. If, instead, you view active management as a source of entertainment, you may wish to consider less costly ways to amuse yourself."

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Morningstar Should Be Ashamed of Its 401(k) Plan

Dan Solin | Posted 12.04.2011

Read More: 401(K), Investing, Personal Finances, Wealth Management, 401k, Investing Tips, Retirement, Managing Your Finances, Business News
Dan Solin

I feel sorry for Morningstar's employees. The fund selections represent everything that is wrong with 401(k) plans in this country. Here are some suggestions for Morningstar's committee.

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After Rogue Trader Fallout, UBS CEO Calls For Employees To Make Bank Less Risky

Posted 11.28.2011

Read More: Layoffs, Video, Kaspar Villiger, Wealth Management, Unauthorized Trading, Reuters, Jobs, Oswald Gruebel, Bundesbank, UBS AG, Business News

UBS AG interim Chief Executive Sergio Ermotti appealed to staff in an internal memo to back efforts to make the bank less complex and risky, follo...

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Investors Deserve Better From Yahoo's Breakout

Dan Solin | Posted 11.27.2011

Read More: Investing, Stock Market, Timing the Market, Investing Tips, Wealth Management, Business News
Dan Solin

The perils of market timing are not controversial for anyone who is familiar with the data. Only brokers and actively managed mutual funds tout their expertise in predicting random and unpredictable markets.

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What U.S. Open Tennis Can Teach You About Investing

Dan Solin | Posted 11.20.2011

Read More: U.S. Open, Personal Finance Advice, Investing, US Open, Personal Finance Tips, Wealth Management, Personal Finance, Investing Tips, Business News
Dan Solin

Experts in many fields have no better predictive powers than you do. This is particularly true about investing.

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4 Things Mike Tyson Can Teach You About Savings Accounts

Richard Barrington | Posted 11.09.2011

Read More: Savings Accounts, Personal Finance, Investment Portfolios, Bankruptcy, Wealth, Personal Finance Advice, Personal Finance Tips, Wealth Management, Business News
Richard Barrington

Mike Tyson was once heavyweight champion, and perhaps the most feared boxer in the sport's history. Within two decades of his prime, though, he was filing for bankruptcy.

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UBS To Cut 3,500 Jobs

AP | Posted 10.24.2011

Read More: Video, Job Cuts, Wealth Management, Swiss Banks, Jobs, Jobless, Zurich, Zuercher Kantonalbank, Asset Management, UBS AG, Business News

GENEVA -- Swiss bank UBS AG said Tuesday it is cutting 3,500 jobs worldwide as part of an effort to save 2 billion Swiss francs ($2.5 billion) annuall...

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Europe: Lacking a Long-Term Solution

Gemma Godfrey | Posted 10.14.2011

Read More: Debt, Europe, Liquidity, Financials, Economy, Bailouts, Downgrade, Credit Default Swaps, Asset Allocation, Eu, Bank Shares, Government, Hedge Funds, Sovereign Debt Crisis, Bank, European Financial Stability Fund, Portugal, Safe Haven, Greece, Equities, Earnings, Hedging, Italy, Volatility, Germany, Stock Markets, Wealth Management, Risk Management, Committee for European Securities Regulators, Commerzbank, Greek Debt, Short Selling, Austerity, France, Investing, Gdp Growth, European Banks, Investment, Ban on Short Selling, Gemma Godfrey, Contagion, Valuations, Debt Burden, Cash, Piigs, Search for Yield, Business News
Gemma Godfrey

Over the last few days we have seen a tremendous amount of volatility in the markets, epitomizing the lack of clarity with which many investors have struggled.

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Money: A Tool

Theodore R. Daniels | Posted 10.02.2011

Read More: Managing Assets, Personal Finances, Personal Wealth Management, Money Matters, Wealth Management, Personal Finance Management, Business News
Theodore R. Daniels

In order to make money and increase your wealth you must understand what money is. Just as a carpenter looks at a saw as a tool to cut a board to build a house, you must look at money as a tool to build wealth.

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