In our office, we spend a lot of time discussing the wealthy. Not with envy or malice or awe, simply as a unique segment of the population. It’s rare, however, that we step back and define “the wealthy.” Who, exactly, are we talking about? The conventional wisdom suggests the demarcation line for a “high net [...]

It feels like the 90s all over again, a time when many people were worth a lot of money—on paper, at least. Until, suddenly, they weren’t. With LinkedIn recently making its desire to go public official, and companies like Facebook and Groupon set to follow, a new generation is about to come into a good [...]

It’s bonus season on Wall Street. Despite trying to maintain a low profile this year, hoards of bankers and financiers will get the bulk of their compensation in one large payout, and this year it seems most will be looking to invest that money conservatively. That seems to provide a tempting target for planners and [...]

It’s bonus season on Wall Street.  But for conservative-minded financiers looking to invest their personal windfalls, there are not many high-yielding options. Our CEO Stacey Haefele tells the New York Times’ Paul Sullivan that while cash may be king for a short period, bonus money eventually finds its way to supporting a Wall Streeter’s lifestyle [...]