Wealth

Calpers beat its assumed rate of return during the June year. But the pension fund was still outperformed by major indexes.

Lisa Verbit has financed loans for wealthy clients to buy elite boats for more than 35 years. She tells Barron’s about the changes she’s seen in her business.

Two art-market analysts find a bear market for auctions sales of art: For three seasons now, 50% of artworks resold at auction had negative returns, the worst market this century.

The megabill that President Donald Trump just signed is a mixed bag for charitable giviers. Four big changes that are coming.

The sector still hasn’t recovered from its post-Covid bust, but shares could be set for a bounce.

Returns are down and more than half of all spring auction sales realized a loss, according to JP Mei and MA Moses Art Consultancy.

The number declined from 2024, but the amount of money Americans said it took to be financially comfortable increased.

Elon Musk, the Tesla CEO and former Trump ally, has lost $69 billion, but still tops the richest list so far this year.

JPMorgan Chase announced last week that it would restructure its private bank.

The new tax law keeps exemptions for the alternative minimum tax, but the increase in deductions for state and local taxes could result in more taxpayers getting hit with the AMT.

Target-date funds are the backbone of millions of Americans’ 401(k)s. Some have performed a lot better than others.

Ignore the headlines. Here are low-cost funds you can invest in for the long term.

The bill aims to extend the income-tax cuts from the 2017 tax law while widening the state and local tax deduction.

Starting with a 2017 tax-law change, followed by the pandemic and inflation, philanthropy had struggled. But a hot stock market helped drive contributions, particularly from individuals.

Barron’s has long favored dividend-paying stocks for those seeking income. But bonds now deserve a hard look because they are so attractively priced.

Vanguard’s report shows 4.8% of workers took hardship withdrawals from 401(k)s in 2024, up from 3.6% in 2023.

Donations outpaced inflation for the first time in three years

A change to tax rules targets residents with another permanent home for tax purposes.

Chase’s Sapphire Reserve is charging $795, topping the American Express Platinum card. We look at the slew of rewards premium credit cards offer.

Family offices are also raising concerns about private equity.

The singer-songwriter’s wife and business manager are seeking to remove one another as co-trustees.

Those with investible assets between $1 million and $5 million rose more than four times to 52 million individuals—nearly 40% of whom live in the U.S., according to UBS..

Estate planning for cryptocurrencies is more complicated because of security precautions.

They are shifting more assets directly into private companies, and are showing increased interest in cryptocurrencies and real estate, BNY Wealth says

Millennial and Gen-Z Americans are focused on building their wealth in the stock market.