Latest
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A $1 Billion Divorce: What You Can Learn From It
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had a premarital agreement and the executive had used asset protection trusts.
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Four Ways to Use Your Tax Return as a Financial Planning Tool
Rather than filing away your paperwork and forgetting about it, this CPA recommends using it as a source of insight to optimize your long-term financial strategy.
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How Women Can Turn a Gray Divorce Into a Financial Win
Getting divorced later in life can be a big financial blow, especially for women. But, as this financial adviser points out, it can also serve as a positive turning point for growth and independence.
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Private Markets: Six Things Investors Can Learn From BlackRock's CEO
BlackRock's chief executive, Larry Fink, recently argued the case for increased access to private markets. Here's how a financial professional sees Fink's views translating into action for accredited investors.
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I Found Out What It Takes for a Family Business to Thrive
A handy book and my chat with the chairman of Community Coffee offer some guidance on making your family business a success.
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The Future of Opportunity Zones: Outlook for 2025 and Beyond
There are three potential paths forward for this innovative tax incentive program that's set to expire in 2026.
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How Private Equity in Your Portfolio Could Boost Returns
And reduce volatility. A few decades ago, private equity was considered a 'cottage industry.' Now, it is a multitrillion-dollar asset class.
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Is Your Retirement in Danger of Crumbling?
Ignoring any of these five essential financial pillars could put your future at risk. Take a moment to make sure you haven't overlooked anything.
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Three Financial Planning Strategies for When Markets Fall
Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit.
