Mark Henry, the founder and CEO of Alloy Wealth Management, has spent more than 30 years in the finance industry.

Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

With decades of experience in wealth planning and financial advice in Italy, our UBS wealth planners have the expertise to create a flexible and adaptable plan tailored to your financial goals and ...

For instance, research compiled by Edward Jones suggests that baby boomers, instead of passing down most of their wealth, plan to transfer only about 40% of their assets while they’re alive.

How is it that the wealthy seem to have it all figured out? What information do they have access to that others don’t?

In Financial Planning polling assessing wealth management predictions in 2023 and 2024, advisors listed a "heightened focus on acquiring new customers" as the top priority driven by the prior year ...

For decades, the traditional career path was clear: work for about 40 years, retire and enjoy a well-earned break in your later years. However, with increasing life expectancy, shifting economic ...

A truly integrated approach to wealth management includes cash flow planning, tax optimization, estate structuring, and generational wealth transfer strategies. Today’s clients seek more than ...

Tempus Wealth Planning LLC grew its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities ...

Here are the estate planning moves you should consider making to protect your wealth and take advantage of a potential market downturn. When asset values drop, you can gift more within the annual ...

Robert Furst is a wealth advisor at Merrill Lynch with two kids under 10. He shares how he is already safe guarding his ...