Estate planning—the process for how you transfer your wealth to heirs and others can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and to minimize the state and federal tax bite that often accompanies the transfer of significant wealth.

Tax-loss harvesting is a strategy used by many investors and their advisors as a way to reduce the amount of taxes owed. Despite tax-loss harvesting being a well-established tool, it remains controversial in some respects. For example, research continues and debate is ongoing as to the amount of value tax-loss harvesting adds to investors’ returns and tax reduction efforts over time. One reason: There are multiple ways to implement tax-loss harvesting, some of which may be more beneficial than others depending on circumstances.

Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our wealth than you might imagine.

As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be to ensure you’re getting value from your professionals—the wealth managers, lawyers, accountants and similar experts you rely on for guidance. This becomes especially true as your level of wealth grows over time and your financial concerns and objectives become increasingly complex.

Estate planning - the process for how you transfer your wealth to heirs and others - can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of.

Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much.

Affluenza. It’s become an all-too common term used to describe the extreme bad attitudes and actions— sometimes horrific actions—of some children of affluent families.

In recent years, more people have become aware of new thinking around environmental sustainability, workplace diversity, ethical decision-making practices and similar issues impacting both life and business. Investors are increasingly reflecting that awareness in terms of the types of stocks and other securities they buy—and avoid.

The past few years reminded all of us that financial markets not only don’t always go up—a lesson we all likely know—but also that they can go down in surprising ways. We don’t know the next curveball the markets will throw our way or when it will happen. But history suggests that at some point we’ll once again be surprised by an unexpected path taken by the economy and various asset classes.