Tax strategies

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

These four experts can help you address any client situation.

Contributions and grants have recently reached record highs.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Their use has jumped 1,035% with assets topping more than $1 trillion.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

The metal has advanced 1.7% this month and is up about 12% in 2017.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

It's not just for December, but a smart approach throughout the year.