Wealth Think

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.

Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.

After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

Wealth management should be aware of these factors and how they impact products and processes.

The near doubling of the capital gains tax rate would have a large impact on the net profit from any sale of any capital asset.

"A shifting of priorities on the part of our clients, coupled with a creative and proactive approach by our team, resulted in even stronger client relationships," writes advisor Eden Lopez.

These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.