Wealth

Walmart founder’s sons Jim and Rob Walton are among the top 10, according to the Bloomberg Billionaire Index.

Many wealthy families find the simplest solution is to move to a lower-tax state, wealth advisors and tax attorneys say.

The Democratic senator from Massachusetts estimates the additional taxes would raise $6.2 billion.

Spikes in oil prices and cracks in the market for private credit could mean investors in these strategies are at risk should the S&P 500 continue to fall, new research shows.

Stocks drops can be opportunities to do tax-loss harvesting, Roth conversions or gift battered shares you expect to bounce back.

States are trying to balance plugging budget holes to cover basic public services and spurring economic growth.

As financial advisors set their sights on the wealthiest Americans, mainstream investors are getting squeezed out. Here’s what to do.

Barron’s fourth-ranked advisor in New Mexico, Katie Thompson, explains the key concerns for widowed or divorced women suddenly faced with navigating their finances alone.

Jamie Williams, Barron’s 25th-ranked advisor in Michigan, does his own investment research and buys individual stocks and bonds. That has helped him build a thriving practice.

Yaz Hassan, ranked No. 11 in Tennessee on Barron’s 2026 list of Top 1500 Advisors, helps clients grow their wealth while avoiding unnecessary risks.

Barron’s 18th annual state-by-state ranking of financial advisors has gotten bigger—and, we’d argue, better than ever.

Philanthropy remains resilient, with wealth transfer that is putting trillions of dollars into the hands of younger generations.

Women generally become focused on creating a governance structure—the principles and values that guide how a family manages its wealth and business interests, according to one study.

Global sales rose 4% to $59.6 billion, according to a report by Art Basel and UBS, an encouraging sign after two years of declines.

A tax professor argues for replacing the estate tax with an inheritance tax and reforming the federal income tax code to include investment gains.

The writer had the means to delay starting Social Security to maximize his benefit. Waiting isn’t for everyone.

John Arnold’s philanthropy focuses on criminal justice, health, and other societal initiatives.

The Direct Markets Group is geared for individuals and family offices with at least $50 million who want to take an active role in managing their portfolios.

The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action.

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors.

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

An organization started by Pearl Jam frontman Eddie Vedder and his wife, Jill, is using venture philanthropy to finance a cure for a rare genetic skin disease.

Forget Thursday’s market rout. Your stocks have risen sharply in recent years, likely throwing your portfolio out of whack. Here’s what to do about it.

The All Aboard Fund is bringing together private-market firms to source capital-intensive clean-tech deals.