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If you’re like many investors, you may feel you’re in a kind of tug-of-war between two financial goals: 1) leaving money to your heirs and

Retirement is supposed to be idyllic, but it too often comes with social and emotional challenges. That’s likely always been the case, but it may

Funding a comfortable retirement has the potential to be a challenging process for anyone. But women, in particular, are especially likely to confront a number

Behavioral finance—the study of people’s biases about money and investing, and how those biases impact decision making—has become a hot topic. A pioneer in the

Every day—all day, it seems—we make decisions. Many are minor and made almost automatically. Some are far more important. And a select few may be

In recent years, we’ve seen stress testing become an increasingly common action step taken by wealthy families and their advisors. At its core, stress testing

Ultra-wealthy Americans—those with a net worth of at least $25 million—are increasingly seeing new faces among their ranks. But they’re often not the usual suspects—members

At some point, you may be asked to serve as the executor of someone’s estate. If so, congratulations: That person clearly thinks highly of you.

We find that the affluent want to work with the best professionals in all areas of their lives—especially when it comes to the areas of

The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels