Financial planning

Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.

As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.

Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.

Understanding how gifted money will impact the student’s FASFA is critical.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.