Wealth

That growth is expected to continue this year as the U.S. stock market continues to trend higher

Investment mavens at hedge funds are in a tough spot in this ever-climbing stock market, Allan Sloan writes.

Childhood deaths from preventable diseases have been cut in half over the last century, a trend that is about to reverse. Blame funding cuts from nations such as the U.S., U.K., and France, says the Gates Foundation.

Legislation proposed in both chambers of Congress would attempt to tax unrealized capital gains for fewer than 1,000 of the U.S.’s wealthiest taxpayers.

Some family offices are picking direct investments that will drive returns, according to a survey. Even within private-equity funds, families tend to prefer riskier categories.

Last year’s average returns of private and community foundations lagged slightly behind 2023, yet still showed double-digit gains. But they still found themselves under pressure from strapped nonprofits.

Collectors have a 10% to 25% negotiating window for buying art in private sales, according to a report from art broker Morgen & Stern.

Sara Naison-Tarajano wears numerous hats at Goldman Sachs, where she works with many of the richest families in the world.

A new report by Goldman Sachs shows that wealthy families are constant when it comes to channeling their assets—including in public stocks and private equity.

Money pros offer tips for making sure a sudden windfall doesn’t go to waste—or become a burden.

People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement.

Investment returns for private and community foundations have been powered primarily by the performance of private markets and public U.S. stocks.

Leveraged funds soar. They’re up triple digits. Those same funds, though, plunge just as fast.

Many Americans may get a new tax break, but those who itemize face new limits on deductions. Planning now makes sense.

As inflation has dropped, so has the appeal of these inflation-protected savings bonds.

The Berkshire Hathaway CEO, who turns 95 at the end of August, has created almost 95% of his current wealth over the past 30 years.

Jack Ablin, chief investment strategist of Cresset, likes founder CEOs, private-market assets, and dividend-paying companies.

The Giving Pledge, which is the subject of a critical report about charitable giving, says the findings are misleading on the initiative’s impact.

A policy that allowed deferral of capital-gains tax by investing in certain developments is now permanent.

Some workers find they benefit from taking a few months off from work periodically before plunging back in.

Annuities are often complicated, with confusing fee structures, but certain ones can make sense for a portion of your retirement portfolio.

Jane Buffett is seeking to remove her late husband’s accountant and advisor from their marital trust.

Congress retained, or expanded, several tax-friendly provisions for small-business owners and investors.

The extension of sunsetting tax provisions gives the rich more certainty when planning for the future.

The market tends to shrug off even the most worrisome geopolitical events, just as it did with the U.S. airstrikes on Iran .