Wealth Management
How To Invest Like A Billionaire—At A Discount
Senior Contributor
Methodology: America’s Top RIA Firms 2025
ByR.J. Shook,
Senior Contributor
Larry Ellison’s Net Worth And The Hidden Architecture Of Wealth
Senior Contributor
How Larry Ellison's net worth is a story of patient wealth creation through carefully structured ownership, conviction, reputation and influence.
More From Wealth Management
How AI Is Revolutionizing Retirement Planning
The AI revolution may already be here - how could it impact your retirement planning?
ByAndrew Rosen,
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How Wu-Tang Clan's Secret Album Just Revolutionized Art Law
A landmark federal court ruling opens new frontiers for protecting exclusive artwork—and it could change everything for artists, collectors, and family offices.
Contributor
Dollar ETF Strengthens: A Classic Inverse Head And Shoulders Pattern
This is the NYSE-listed ETF designed to generally track the movements of the dollar versus a basket of other currencies.
ByJohn Navin,
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Why International Stocks Are Surging—And What U.S. Investors Should Know
International stocks surge past US in 2025. Discover key trends, currency impact, and smart strategies for US investors.
ByBill Stone,
Contributor
IRS Announces 2026 Tax Brackets, Standard Deductions And Other Inflation Adjustments
Here are the tax rate schedules, tax tables and cost-of-living adjustments for 2026, including new and increased deductions created by the 2025 One Big Beautiful Bill Act.
Forbes Staff
How To Set Your Financial Planning Priorities
Financial planning may feel overwhelming, but setting priorities may make it easier to get started.
ByAndrew Rosen,
Contributor
Six Mag 7 Stocks Failed To Hit New Highs Wednesday As Indexes Did So
That these Mag 7 stocks could not make it up to new highs while the S&P 500 and the Nasdaq 100 hit their new highs is peculiar. It’s the type of negative divergence that
ByJohn Navin,
Contributor
IRS Halts Most Taxpayer Services As It Furloughs Nearly Half Its Workers
Tax filings and payments are still due and Criminal Investigation will stay on the job. But processing of refunds and amended returns will likely be delayed.
Forbes Staff
4 High P/E Nasdaq Stocks With More Debt Than Equity
Right now, the p/e for the S&P 500, at 40.08, has only been higher during the 1999 dot-com era. And some high p/e stocks have more debt than equity.
ByJohn Navin,
Contributor
Year-End Tax Planning 2025
The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December 31, 2025.
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How To Invest Like A Billionaire—At A Discount
Interesting game played by a British investment trust: buying shares of other investment trusts and holding companies at a discount to their liquidating values.
Senior Contributor
Finding Your Retirement Sea Legs
Finding your retirement sea legs is an adjustment that may take some time, which you may not be prepared for in retirement.
ByAndrew Rosen,
Contributor
AI Skeptic Ed Zitron Says Artificial Intelligence Is Not All That
To be skeptical of AI is not a favored view among Silicon Valley giants. Ed Zitron is a skeptic and explains his reasoning.
ByJohn Navin,
Contributor
This $13.6 Billion NYC RIA Gives Each Client Two Advisors And A Trust Company
Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap equity and investment bond strategies, and serves as corporate co-trustee to guide multigenerational transitions.
Forbes Staff
A $1 Billion Tagalog-Fluent Advisor Bringing Wall Street Discipline To Anchorage Alaska
With $934 million in assets, Alaska Wealth Advisors combines a disciplined, ETF-driven investment process with deeply local roots, serving 650 families across the state — from oil executives to fishing entrepreneurs.
Forbes Staff
Methodology: America’s Top RIA Firms 2025
More and more families are entrusting independent advisors to manage their assets. But how does one choose between countless firms?
ByR.J. Shook,
Senior Contributor
An Alabama Woman’s Journey From Children’s Clothing To Tech IPOs, To Leading A $5.8 Billion RIA
After co-founding Busy Bees—later spotlighted by Gwyneth Paltrow’s Goop—Shannon Spotswood returned to finance, helping build RFG Advisory into a platform that supports 65 independent advisors serving more than 20,000 clients nationwide.
Forbes Staff
Will The U.S. Government Shut Down? Economic & Market Impact Explained
Will Congress shut down the US government? Discover the real impact on markets, jobs, and your money in this urgent analysis.
ByBill Stone,
Contributor
Fed Rate Cuts: Implications For Berkshire Hathaway’s Stock And Profits
Discover how Fed rate cuts and housing trends are reshaping Berkshire Hathaway’s cash, profits, and stock outlook for investors.
ByBill Stone,
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Silver, Silver ETF And Silver Stocks Move Up: New Highs In September
Silver blasted up to a new high in September. The 3 silver stocks listed here (and the silver ETF) joined in the fun.
ByJohn Navin,
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