Money

Wealth Management

A recent Ask Real Estate column asked “My sister is the trustee for my mother’s estate, which was held in trust.

Be mindful of all the subtle messages your visuals send. Modernize your marketing and audit yourself at least once a year!

Following on from quiet quitting and the great resignation, the latest trend in the labor market is ‘career cushioning’

The precious metals sector is showing strength after Fed Chair Jerome Powell said interest rates increases might not be as dramatic as thought.

The holiday season is a time of family and reflection as we all are a year older. For the children of older parents there is also a question of how well their parents are able to manage their assets.

With this massive increase in the use of AI in our everyday lives, and algorithms that are constantly improving, what are the pros and cons of this powerful technology?

This has been a year of inflation and the corresponding interest rate adjustments.

Selling a business is exciting, stressful, and life-changing. While focusing on the myriad things necessary to sell and transition the business is the top priority, don’t neglect the personal side of the transaction.

It’s the latest in a string of negative economic data, but it’s not all bad news with data such as consumer spending and the unemployment rate holding up surprisingly well.

Elon Musk has claimed that Apple is threatening to remove Twitter from the Apple App Store, without providing a reason why.

While many of us were able to finally enjoy a year free of coronavirus restrictions, news broke of a conflict in Eastern Europe at the beginning of the year and what followed was a trail of political instability, economic weakness and inflationary concern.

Billionaire fund manager Ron Baron has overseen decades of stellar returns, in large part because he is an optimist.

Crypto platform BlockFi has filed for Chapter 11 Bankruptcy in New Jersey, citing exposure to FTX as a major factor in their collapse.

Many people think inflation and yields always fall in a recession, as they have in recent experience, but the historical data doesn’t agree. While this doesn’t provide a surefire answer for the direction of rates, it informs portfolio construction when a recession isn’t sure to lower yields.

Many economies have been hit with rising prices in the wake of the pandemic, but there are also a small number of notable outliers that have managed to keep their inflation rate down.

Given that rising interest rates are what has prompted the slow down, it stands to reason that continuing on this path will put more pressure on real estate.

There are multiple changes coming to your finances in 2023 - are you prepared?

Rumors are swirling that Alphabet may be the next big tech company to layoff workers, following the lead of Meta, Amazon and many others.

While we don’t know for sure when this current bear market will end, we can use history to provide some guidance as to what we’ve got in store.

Housing sales continue to tumble as October marks the ninth month in a row we’ve seen falling numbers. It saw a 5.9% drop in sales from the previous month, with annual figures down 28.4%.