You may have multiple income sources — like withdrawals from brokerage accounts, IRAs, and Social Security benefits — all ...

Founding Partner at South Coast Investment Advisors, explains why today’s affluent clients demand more than traditional portfolios. He reveals how mastering alternative investments and strategies like ...

Tax-efficient wealth strategies can help you align your financial goals with smart structures and investment vehicles that legally minimize your tax burden. For high-income earners and ...

Reducing Inequality The wealthiest individuals control a disproportionate share of global assets. In the U.S., the top 1 percent own more than 30 percent of the nation’s wealth, while the bottom 50 ...

Because a single year’s tax drag doesn’t look terrible, the long-term impact gets ignored—until the gap becomes impossible to miss.

The House Republican budget plan would eviscerate Medicaid and food assistance and shift resources toward the wealthiest Americans. Earlier today, House Republicans unveiled the final parts of their ...

A recent snapshot of U.S. wealth from the Federal Reserve depicts a nation where the top 50% of households controls 97.5% of the country's assets — a lopsided distribution that experts say could ...