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The Motley Fool January 20, 2004 Dayana Yochim |
Home Sweet Savings Home is where the wealth is -- less so, if you're rich. |
BusinessWeek December 26, 2005 James C. Cooper |
Why More Households Are Feeling Flush New Federal Reserve data shows that households are the wealthiest they have ever been. |
Financial Advisor October 2005 Grove & Prince |
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads. |
Investment Advisor September 2006 Susan Hirshman |
The Wealth Advisor: Dealing with Debt The risk of borrowing will always circle back to a client's specific personal maximum debt level. Remember, there is no single formula to determine this level, nor is there a "cure" for how to manage debt. |
AskMen.com Ryan Ortega |
Good Debt vs. Bad Debt Figuring out which debt to carry -- good vs. bad -- can help you maneuver your personal finances into positive territory. |
BusinessWeek June 25, 2007 James C. Cooper |
Interest Rates Are Up, But Are They Up Enough? Financial conditions may still be too lax to keep inflation under wraps. |
The Motley Fool February 12, 2007 Matt Koppenheffer |
I Love Good Debt The richest people in America are taking on more debt than the middle and lower classes. But debt used wisely can be an ally in your quest to financial freedom. |
The Motley Fool March 12, 2009 Morgan Housel |
4 Years of Wealth, Up in Smoke A report by the Federal Reserve says that U.S. household net worth fell 18% in 2008, sending us back to just below the same wealth level as 2004. |
BusinessWeek October 4, 2004 Cooper & Madigan |
U.S.: What's Everyone So Rattled About? Despite record wealth, business and consumers remain wary of the future. |
BusinessWeek October 9, 2006 James C. Cooper |
U.S.: Consumers Aren't Sweating The Housing Slump Yet The debate over the direction of the economy and Federal Reserve policy in the coming year boils down to one basic question: Will the housing slump drag down consumer spending and the economy? |
The Motley Fool January 19, 2007 Brian Lawler |
Should We Sweat Our Savings Rate? Do the savings statistics accurately portray an overspending American consumer, or is it just another financial illusion? |
Financial Planning January 1, 2009 Stacy Schultz |
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals. |
Financial Advisor July 2012 |
Crisis Wiped Out 18 Years Of Household-Wealth Gains, Fed Says The financial crisis wiped out 18 years of gains for the median U.S. household net worth, with a 38.8% plunge from 2007 to 2010 that was led by the collapse in home prices, a Federal Reserve study showed. |
Financial Planning October 1, 2010 |
Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained. |
The Motley Fool October 12, 2007 Dan Caplinger |
Where's the Consumer Credit Crunch? Housing may be slowing, but borrowing is moving full speed ahead. Last month, figures for both revolving credit, such as credit card debt, and non-revolving debt, like car and student loans, rose. |
Registered Rep. October 11, 2013 Mark Miller |
Should Older Clients Pay Off their Mortgages? Are you in denial about your older clients' mortgage debt? Pre-retired households are carrying larger mortgages in the wake of the housing bubble and bust, and many are carrying that debt into retirement. |
Financial Advisor February 2005 Grove & Prince |
Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade. |
BusinessWeek April 12, 2004 Rich Miller |
The Firepower In Consumers' Pockets Why they'll keep spending despite the job market |
Investment Advisor April 2007 Lewis Schiff |
The Wealth Boom Americans are on the brink of a wealth boom that may dramatically change the financial advisory business. The challenge is to understand these wealth boomers and decide how to profit from them. |
BusinessWeek June 18, 2009 James C. Cooper |
Business Outlook: Why Consumer Spending Won't Drive a Recovery Households are paying down debt and rebuilding their nest eggs, so they're not spending. Still, that's unlikely to thwart a modest economic upturn. |
The Motley Fool November 21, 2006 Mary Dalrymple |
Mortgage Math How long should it take to pay for your home sweet home? How a mortgage fits into your financial plan depends on you -- your goals, your plans, your spending habits, your financial personality. |
BusinessWeek May 23, 2005 Michael J. Mandel |
Sure, The Trade Deficit Is Scary -- But We Can Handle It America's wealth is growing fast enough to easily cover its debt. |
BusinessWeek October 15, 2007 James C. Cooper |
Don't Count Out The Consumer Just Yet If the job markets don't falter, households may keep up their spending. |
BusinessWeek April 12, 2004 Christopher Palmeri |
Home Buyers: ARMed And Dangerous? Adjustable-rate mortgages are pulling in new buyers -- but the risks are high |
Investment Advisor April 2009 James J. Green |
Numerology: Whither the Wealth? U.S. households lost $5.1 trillion of their wealth in 2008's final quarter, or 9%. |
AskMen.com Michael Estrin |
9 Mortgage Don'ts But no matter how much you owe, unless you're a lottery winner, you've probably used a mortgage to buy your home. Here are some tips on what not to do when making one of the biggest purchases of your life. |
National Real Estate Investor April 1, 2006 Anthony Downs |
Hard Truth of a Softer U.S. Housing Market Rising home prices and falling stock prices have greatly changed the composition of household assets since 2000. This shift has significant implications for commercial property markets as well as housing. |
BusinessWeek August 27, 2009 James C. Cooper |
Business Outlook: Why Credit Growth Remains Slow Banks are still skittish about offering credit, and households and companies remain reluctant to borrow, creating drags on the recovery. |
BusinessWeek September 17, 2007 James C. Cooper |
Bernanke May Need To Dig Deeper Into His Toolbox It could take a broad rate cut to stabilize the markets and the economy. |
The Motley Fool January 9, 2007 Mary Dalrymple |
Forecasting Housing Futures What may be in store for homeowners and housing prices this year? |
BusinessWeek July 2, 2007 James C. Cooper |
Inflation Looks Tamer, But For How Long? Resilient demand and stronger growth will stoke new price pressures. |
Financial Planning September 1, 2006 John J. Bowen |
Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice. |
The Motley Fool July 25, 2008 Dan Caplinger |
The Last Straw for Suffering Homeowners A spike in mortgage rates threatens any chance of a housing recovery. |
BusinessWeek September 22, 2003 Cooper & Madigan |
U.S.: Consumers Will Keep Carrying the Ball True, jobs aren't back. But tax cuts and refinancings are doing the trick. |
The Motley Fool November 30, 2006 |
Mortgage-Rate Mojo Ever wonder what causes mortgage rates to rise and fall? Well, know that they fluctuate along with other interest rates. |
BusinessWeek October 13, 2003 Cooper & Madigan |
U.S. Housing: Still Solid, but Creaking a Little Key first-time homebuyers look at steeper prices and mortgage rates. |
The Motley Fool June 15, 2007 Dan Caplinger |
Much Ado About 0.25% Interest rates have gone through the roof in the past six months. The average consumer, however, probably won't notice. |
Financial Advisor January 2004 Grove & Prince |
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client |
U.S. Banker June 2011 |
More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S. |
BusinessWeek December 25, 2006 James C. Cooper |
U.S.: Count On Consumers To Keep Spending Expect a more moderate pace as job growth and wealth gains slow. |
Financial Advisor August 2006 Grove & Prince |
Global Citizens This is the first of a two-part series based on the authors' new white paper, offering psychographic information to financial advisors who target high-net-worth individuals. |
The Motley Fool February 14, 2008 Mary Dalrymple |
The Lowdown on Low-Interest Financing Should you use special financing offers or pay cash? How do you determine which is better for you? |
Financial Planning March 1, 2008 John J Bowen |
Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes. |
Registered Rep. July 5, 2012 Jerry Gleeson |
Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year. |
Entrepreneur July 2004 David Worrell |
The Other Colors of Money If banks and VCs are out of your financial picture, don't despair. These 3 alternative sources of small-business capital could provide the funding you're looking for. |
Financial Advisor August 2006 Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
BusinessWeek September 3, 2007 James C. Cooper |
Savvy Moves That Should Soothe The Markets The Fed's quick and innovative response may avert the need to cut rates. |
AskMen.com April 1, 2002 Rashmikant Patel |
Can Debt Be Good For You? This might surprise you, but debt is not always a bad thing. It depends on how it's being used and what kind of debt holder you are... |
Financial Advisor September 2006 Grove & Prince |
Jet Owners Provide Insight On Wealthy For financial advisors, learning how -- and why -- wealthy clients spend money is a key element in building your relationship. |
AskMen.com Michael Estrin |
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. |