Wealth Management

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11 hours ago

S&P 500, Nasdaq 100, Russell 2000: The Trends, The Support Levels

This is clear because the price is trading below both the 50-day and the 200-day moving averages.

ByJohn Navin,

Contributor

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Apr 17, 2025

Budgeting Vs. Accounting: Finding The Right Approach In Retirement

Managing finances in retirement is about more than just having enough savings—it’s about knowing how to spend wisely.

ByAndrew Rosen,

Contributor

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Apr 15, 2025

Here Are Some Financial Moves That Can Ease The Pain Of Market Declines

Instead of worrying or listening to talking heads, investors should consider responding to a market decline with one or more of these strategies.

ByBob Carlson,

Senior Contributor

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Apr 15, 2025

Silver Stocks And Silver ETF: Why The Price Charts Are Worth A Look

Investors concerned with inflation are finding it and buying the stocks that mine it.

ByJohn Navin,

Contributor

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Apr 14, 2025

Trump Tax Proposals And The Future Of Estate Planning

The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively plan for changes such as estate tax repeal or modification, to preserve wealth and legacy amidst legislative uncertainty.

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Apr 13, 2025

Are Stocks And Yields Signaling Something Sinister?

The factors behind the rise in yields during the stock decline early last week are examined. Stock returns following historic one-day gains provide insights.

ByBill Stone,

Contributor

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Apr 11, 2025

Gold Stocks Blast Off As Dollar Drops: 4 Low P/E Miners Hit New Highs

These four gold mining stocks are soaring to new highs as investors look for alternatives to the dollar dropping and U.S. government bonds sliding.

ByJohn Navin,

Contributor

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Apr 11, 2025

Market Whiplash: Should You Sell Stocks Amid Trump’s Tariff Uncertainty?

Worried about the effects of Trump's tariffs on your portfolio? Don't panic. Learn why wild swings are normal and the 3 crucial steps smart investors are taking now.

ByJohn Jennings,

Contributor

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Apr 10, 2025

4 Artificial Intelligence Stocks Bounce But Remain In Down Trends

Those days are likely over as the price charts show evidence of a trend downward for these AI stocks despite this week’s bounce.

ByJohn Navin,

Contributor

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Apr 10, 2025

Smart Inheritance Planning: Retirees’ Guide To A Stress-Free Legacy

As a retiree or pre-retiree, now is the perfect time to ensure your legacy is a blessing—not a burden.

ByAndrew Rosen,

Contributor

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Apr 8, 2025

‘Follow The Trend Line, Not The Headlines,’ Says This $2 Billion Merrill Advisor

With more than four decades of experience in the business, veteran advisor Mary Mullin sticks to strategies like dividend-paying stocks and private market investments in order to make sure clients have enough cash flow.

BySergei Klebnikov,

Forbes Staff

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Apr 8, 2025

This $4 Billion Morgan Stanley Advisor Urges Clients To Ignore ‘The Noise Of Markets Or Politics’

Industry veteran Kevin Peters and his team take a methodical approach to client portfolio management, favoring strategies like dividend-paying stocks and private credit.

BySergei Klebnikov,

Forbes Staff

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Apr 8, 2025

$2 Billion J.P. Morgan Advisor Likes Individual Bonds And Emphasizes Tax Efficiency For Clients

Catherine Evans combines bespoke planning and tax efficient strategies to help families navigate volatile markets.

BySergei Klebnikov,

Forbes Staff

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Apr 8, 2025

This $8 Billion UBS Advisor Stresses Understanding His Clients’ Relationship With Money

Managing expectations, especially during market dives like this current one, are key to this advisor’s success.

BySergei Klebnikov,

Forbes Staff

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Apr 7, 2025

Turning Downturns Into Opportunity: Recession-Era Strategies For Gift And Estate Tax Planning

Too often, advisors and clients focus only on preservation during difficult economic times. But for those with a multigenerational outlook, recessions are windows of opportunity.

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Apr 6, 2025

Tariffs: Are A Recession And Bear Market Inevitable?

The announced tariffs were massive, raising the specter of recession. The tariffs' likely impact and stock behavior during past economic downturns are examined.

ByBill Stone,

Contributor

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Apr 4, 2025

The Market Is Crashing. Buy These Stock Index Funds

Guide to 52 Best Buys in domestic stock index funds.

ByWilliam Baldwin,

Senior Contributor

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Apr 4, 2025

Exclusive: Wall Street Sours On Trump

A new Forbes survey of Wall Street heavyweights shows many who supported Trump’s economic promises have abandoned him – and a vast majority disapprove of the President’s economic policies.

BySergei Klebnikov,

Forbes Staff

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Apr 3, 2025

How Loss Aversion Affects Investment Decisions

One of the most impactful biases he discusses is loss aversion—a concept that has significant implications for investors.

ByAndrew Rosen,

Contributor

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Apr 3, 2025

Family Office: The World’s Fastest Wealth Generators

Family offices have now transitioned from mere wealth preservation to active wealth generation.

ByPaul Westall,

Contributor