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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
April 12, 2004
Rich Miller
The Firepower In Consumers' Pockets Why they'll keep spending despite the job market mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
April 12, 2004
Christopher Palmeri
Home Buyers: ARMed And Dangerous? Adjustable-rate mortgages are pulling in new buyers -- but the risks are high mark for My Articles similar articles
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%. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 9, 2007
Mary Dalrymple
Forecasting Housing Futures What may be in store for homeowners and housing prices this year? mark for My Articles similar articles
BusinessWeek
July 2, 2007
James C. Cooper
Inflation Looks Tamer, But For How Long? Resilient demand and stronger growth will stoke new price pressures. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. mark for My Articles similar articles