Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When we hear the word "wealth," our minds usually jump straight to ...

Richard Stern is Acting Director of the Thomas A. Roe Institute for Economic Policy Studies and Director of the Grover M. Hermann Center for the Federal Budget at The... Today the country stands at a ...

In this episode of Tax Notes Talk, professors David Gamage and Darien Shanske discuss their recent paper, “Money Moves: Taxing the Wealthy at the State Level,” which lays out their argument for a ...

In 2014, the economist Thomas Piketty warned in his bestselling Capital in the Twenty-First Century that patrimonial capitalism, wherein inheritance is the dominant form of wealth acquisition, was ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Friday, June 28th. I'm J.R. Whalen ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

U.S. household net worth has surged, but much of this is 'illusory wealth' driven by inflated asset prices and unrealized capital gains. Market cap increases often reflect fickle price movements, not ...

Firms like Northwestern Mutual are taking a page from industries such as accounting and law in offering equity as a way to ...