Recent Articles
At Column No. 500, a Look Back at Lessons Learned
The New York Times | July 5, 2019
When my first Wealth Matters column ran in December 2008, I wrote that I wanted to examine the strategies the wealthy used to manage their money and their lives in a way that people with far less money could learn from. Having spent the last week going through 499 columns in preparation for No. 500, I found that I had more or less stayed true to that objective.
Giving Like Michael Bloomberg: ‘Find One Small Thing’
The New York Times | MAY 20, 2016
“I’m a practical person,” Mr. Bloomberg said in an interview at Bloomberg Philanthropies. “If we’ve got a problem, let’s do something. I want to find one small thing.” Last year, he gave $510 million to more than 1,000 organizations in six areas. Over his lifetime, he has given $4.3 billion.
How the Year 2000 Turned My Life Upside Down
The New York Times | MAR 25, 2015
All those Y2K predictions had me scared about what would befall the world when 1999 became 2000. But it turned out that something more disruptive than my computer clock going haywire or a stock bubble bursting happened to me during those months.
All Articles
The New York Times
- Auctions Are Crimped as the Pandemic Forces Them Online
- How Investors Are Addressing Racial Injustice
- Philanthropy Rises in Pandemic as Donors Heed the Call for Help
- Pandemic Is Expected to Bring More Lawsuits, and More Backers
- Wealth Advisers Torn Over Taking Small-Business Aid
- What Are Fintechs and How Can They Help Small Business?
- How a Tax Benefit for Developers Could Backfire in the Pandemic
- Wealthy Fliers Worried About Coronavirus Turn to Private Jet Service
- Pandemic Has Increased Money Anxiety. Therapists Hope to Cure That.
- Keeping Your Business Going May Mean Both Growing and Shrinking
- When Sheltering in Place Puts Your Tax Strategy at Risk
- The Pandemic Has Slowed the Divorce Process. Here’s What to Expect
- In Philanthropy, Race Is Still a Factor in Who Gets What, Study Shows
- Denied, Deferred and Ignored: 13 Applications, and No Relief
- ‘I Didn’t Want to Shut My Doors’: Businesses Find Ways to Survive
- Virus Relief Efforts Give Rise to New Tax Strategies
- For Small-Business Owners, Hard Decisions Become Personal
- How Philanthropists Are Helping During the Crisis
- Once Scrutinized, an Insurance Product Becomes a Crisis Lifeline
- Yachts Are for More Than Lounging
- Golf Course Designers Bring the Details Home
- The Golf Houses, and Influence, of Pete and Alice Dye
- Yachts Are for More Than Lounging
- The Flaw in Warren Buffett’s Estate Plan
- Don’t Let the Wrong State Get Between You and Your Assets
- Tax Strategies to Consider Ahead of the 2020 Election
- Helping Towns by Seeding Their Own Backyard With Start-Ups
- Phone Hacks Can Happen to Anyone. Here’s How to Protect Yourself
- A Call for Investors to Put Their Money Toward a Green Future
- A New Generation Seeks to Give It All Away Now
- Caddies Push for a Share of Sponsorship Money
- For Golfers, Qualifying School Opens the Door
- The Secret of Their Success: It’s Not About the Money
- No Line to Board Private Jets, but There Is a Line to Buy Them
- Country Clubs Where Drives Can Hit 150 M.P.H.
- Battle Over a $9 Million Will Rests on Just One Clause
- When U.S. Citizenship Starts Looking Like a Bad Deal
- New Rating System for Charities Aims to Measure Impact of Gifts
- Raise Billions From Billionaires? Tax Experts Say It’s Not That Simple
- A New Generation Stakes Out a New Path for Charitable Giving
- The 100-Year Family: Here Are Some Tips for Becoming One
- When It Comes to Money, Silence Is Rarely Golden
- As the Economy Slows, Which Investment Strategy Is Right for You?
- How to Get Rich by Buying a Franchise (Really)
- A Will Without Ink and Paper
- How a Legal Battle in the Digital Age Can Go Terribly Wrong
- I.R.S. Offers Deal to Small Insurance Companies Under Scrutiny
- Wealth Advisory Firms Are Merging, but What’s in It for Clients?
- Should You Spend, or Save, as if You’ll Live Forever?
- Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad
- Pet Spa? Private Elevator? The Amenities Race Heats Up
- As Politics Creep Into Philanthropy, Beneficiaries Come Under Fire
- What’s Left After a Family Business Is Sold?
- 4 Reasons Parents Don’t Discuss Money (and Why They Should)
- Want to Own a Warhol? Now, You Can Buy a Piece of One
- D.I.Y. Private Equity Is Luring Small Investors
- How a Tax Loophole Is Helping Silicon Valley Workers Save Millions
- If at First You Don’t Succeed, the British Open Is Still Possible
- At Column No. 500, a Look Back at Lessons Learned
- 5 Tips on Managing the ‘Boomerang Generation’
- Retouching the Mona Lisa Is Restoration, but a Mickey Mantle? Collectors Cry Fraud
- At Pebble Beach, It’s About the Lay of the Land
- How a Real Estate Concept From the Middle Ages Can Still Backfire
- Lawsuit Could Cool a Fast-Growing Way of Giving to Charities
- A Fund to Support the Muslim-American Community, Inside and Out
- Is an Opportunity Zone the Right Investment for You?
- How Loopholes Help Trump and Other Real Estate Moguls Avoid Taxes
- Investing for Social Impact Is Complicated. Here Are 4 Ways to Simplify It.
- Notre-Dame Donation Backlash Raises Debate: What’s Worthy of Philanthropy?
- 4 Tax Strategies That Could Make a Divorce Settlement Easier
- Who’s at Fault? Read the Fine Print to Make Sure You’re Not at Risk
- Dream of Owning a Plane? This Tax Break Can Help
- When Condo Boards and Residents Clash, Legal Bills Mount
- The Teddy Bear Test, and Other Ways to Pass a State Tax Audit
- How to Avoid the Next Real Estate Downturn
- The Allure, and Burden, of Private Equity
- 5 Ways to Value Your Collection, Whether It’s Fine Wine or Shrunken Heads
- Parking an Investment in Your Garage
- You Want to Buy Art. Is It About Love or Money?
- When Private Fights Over Millions Become Public (Things Get Ugly)
- Taxing the Wealthy Sounds Easy. It’s Not.
- Charity Finds Success in Work With At-Risk Children, but It’s Costly
- When Affluent Families Dig Up Their Past
- ‘Deciding How to Decide’: Even the Rich Need Advice on Budgeting
- Their Approach to Career Changes? Find a Niche, and Fill It
2018
- How to Plan Finances to Raise a Special-Needs Child
- Risky Home Loans Are Making a Comeback. Are They Right for You?
- The Secret to Buying the Perfect Diamond
- When the Social Mission Comes Before Making a Buck
- 4 Ways to Make Giving Large Donations to Small Groups Easier
- How and When to Talk to Your Children About Money
- Flood Insurance: Knowing When the Risk Justifies the Cost
- Real Estate’s Constant Conflict
- In an Uncertain Real Estate Market, Try Before You Buy
- A Big Tax Break for Socially Responsible Investing
- How Political Ideology Influences Charitable Giving
- 3 Ways to Create a Climate Change Investment Strategy
- A Push to Invest in the Arts Grows Stronger
- Pets Are Like Family. But as Health Costs Rise, Few Are Insured That Way
- Some Tips for Small Foundations Seeking to ‘Punch Above Their Weight’
- Life Insurance Offering More Incentive to Live Longer
- 3 Investments That May Have Hit Their Peak
- Making Wills Easier and Cheaper With Do-It-Yourself Options
- Taking the College Tour by Private Jet
- When a $1,000 Gift Is Better Than $1 Million
- 3 Tax Breaks That May Be Better in the Long Run
- Buoyant Economy or a Blip? 4 Tips for Investing Before the Party Ends
- Should You Get a Divorce Now or Later?
- Rescued From Obscurity: How Discarded Items Become Treasures
- Family Businesses Hire a New Type of Executive: Chief Referee
- Can Artificial Intelligence Keep Your Home Secure?
- Four Tips on How to Rescue a Bankrupt Business
- A Guiding Hand From College to Not Just a Job, but a Career
- Balancing the Benefit and the Burden of Wealth
- Why Inconsistent Income Needs Consistent Planning
- An Investment on Your Wrist
- From Super Bowl to David Bowie, V.I.P. Treatment Awaits
- Forget the Kentucky Derby Prize. The Big Return on Investment Is in Breeding.
- Getting Married? Forget Sweet Nothings; Let’s Talk About Money
- An E.R. That Treats You Like a V.I.P.
- When Your Fixer-Upper Is Your Hometown
- Beyond Soccer Moms: Relocating for a Child’s Sport
- Want to Keep Your Wine Collection Safe? Store It in a Bomb Shelter
- Trading Cards: A Hobby That Became a Multimillion-Dollar Investment
- Are Millions Missing? Some Relatives Want to Know. Others Don’t.
- Building Trust at Financial Firms With CPR and First Aid
- Here’s How to Maintain Peace Among Your Heirs
- How to Invest With a Conscience (and Still Make Money)
- At Art Fairs, Keep an Open Mind, but Watch the Wallet
- For Executives, Addiction Recovery in the Lap of Luxury
- 5 Tips to Weather a Turbulent Stock Market
- A Battle Over Diamonds: Made by Nature or in a Lab?
- How to Bid for the N.F.L.’s Biggest Prize: Team Ownership
- As States Legalize Marijuana, Investors See an Opportunity
- As Big Firms Exit Broker Pact, Investors Are Uneasy
- How the Tax Code Rewrite Favors Real Estate Over Art
- There’s More to Naming a Company After Yourself Than Ego
2017
- Keeping the Family Tree Alive
- How Disaster Charity Can Pivot to Sustainable Philanthropy
- Why Some Tax Strategies Should Wait Until Next Year
- Tax Changes Are Coming Next Year, but You Can Plan for Them Now
- Trump Took Office. Stocks Rose. Investors Are Still Worried.
- A Seasonal Business Means Year-Round Work, but a Smaller Profit Window
- Tax Cuts for Small-Business Owners? It’s Complicated
- Forming a Picture of the New Philanthropist
- How Wealth Shapes an Entrepreneur and an Heiress
- They’re Rich but Trying to Reach Beyond the Money Bubble
- Firms Learn That as They Help Charities, They Also Help Their Brands
- Chicken Soup for the Soul? Sure, but Served in a Bowl?
- On the Farm, Investors Get Their Hands Dirty
- Investors Push Into a Resurging Market: House Flipping
- The Link Uniting Donors and Doers for Social Change
- How to Plan for the Unforeseen
- A Collector’s Dream: Creating Your Own Museum as a Legacy
- For an Investment That Sparkles, Consider Tiffany or Cartier
- Protecting Andy Warhol From Flood, Fire and Quake
- As Trump Pushes for Tax Overhaul, Wealth Advisers Say, ‘Wait and See’
- When Office Meetings Leave the Office Behind
- Can’t Afford to Buy a $3 Million Ferrari Enzo? Lease One Instead
- Squabbles Over the Family Summer Home? Don’t Hire a Lawyer Just Yet
- Even for Philanthropists, Museums Can Make Art a Tough Give
- You Can Always Get a Tee Time, but Turning a Profit Can Be Tricky
- Private Equity-Like Fund Aims to Speed Up Diabetes Research
- From Massages to ‘Pawicures,’ These Resorts Have It All for Pets
- Award-Winning Philanthropists Explain the Roots of Their Giving
- How to Make the Family Business Work Across the Generations
- How the Wealthy Talk to Their Children About Money
- When Your Home Is a Castle
- Custom Stalls and Air-Ride Suspension: How Derby Horses Travel in Style
- Bringing Family Wealth to Bear Against a Relentless Illness
- How Top Philanthropists Wield Power Through Their Donations
- Museums, Mansions, Yacht Clubs: Finding a Grand Spot for a Party
- Giving Like a Rockefeller, Even if You’re Not Super-Rich
- For Those Who Have It All, Charitable Wedding Registries
- An Unorthodox Gift to Notre Dame from Muslim Philanthropists
- A $2,000 Room and Stale Pastry? When Luxury Travel Goes Awry
- The Three Different Flavors of Family Businesses
- Who Are the Richest of the Rich?
- How Mark Cuban Hangs Onto His Money
- Where the World’s Wealthiest Invest Their Billions
- Those Fancy Oscar Gems? You Bet They’re Insured
- A Good Westminster Show Dog? It’ll Cost a Lot More Than Some Kibble
- Is Your Financial Adviser Acting in Your Best Interest?
- Profits? Nice, but for These Investors, Conscience Matters More
- Kroc’s Giving, Like McDonald’s Meals, Was Fast and Super-Sized
- A Tool Kit for the Donor Eager to Grasp All the Risks of Donation
- Trump May Not Like Alternative Energy, but Investors Should
2016
- After a Year of Faulty Predictions, 3 Approaches to Investing
- Family Cemeteries Bind Generations, for Remembrance and Tax Reasons
- Here’s the Key to Your Suite, and Another to Your Rolls-Royce
- Combine Long-Term Care With Life Insurance? Do the Numbers First
- It’s the Giving Season. Would You Like a Radio Station?
- Investing in Creativity, and in the Greater Good
- How to Give an I.R.A. to Children Without Giving Up Control
- A Global Investor, Concerned by World Politics
- The Wealthy Ask Themselves: What Do We Have to Lose?
- Trump’s Changes to the Tax Codes May Encourage Dynastic Wealth
- Disgraced Hedge Fund Manager Focuses on Aiding Veterans
- When Should Charities Throw In Together?
- Aligning Your Investments With What Motivates You
- Red-Flag Time: Your Broker Offers a Can’t-Miss Sales Contest
- Steven Cohen May Return to Hedge Fund Industry When Ban Expires
- A Museum’s Seal of Approval Can Add to Art’s Value
- Making Financial Management Both Spouses’ Job
- How Rich Couples Who Aren’t Pitt and Jolie Manage Their Divorces
- It Pays to Be Wary When Hiring an Estate Sales Agent
- For College Athletes, Financial Coaching From Retired Pros
- Owning a Vineyard: The Days of Wine Are Not All Rosy
- Real Estate Strikes Out on Its Own in the Stock Indexes
- Treasury Wants to End Tax Deal for Some Family-Owned Businesses
- A Firm Sells Its Contrarian Investments With Field Trips
- Philanthropic Group Asks Rich Women for Work as Well as Money
- How a Will Treating Children Differently Can Still Be Fair
- Why Insurance Companies Don’t Renew Policies
- Selling a Business Involves More Than Money
- Collecting Street Art: Have Room on Your Wall for a Wall?
- A Presidential Collectible’s Value? Depends on the President
- Investing in an Emotional Trust Fund for Your Children
- Insurance May Have You Covered, but It Might Not Be Worth It
- Deciding if a Financial Adviser Is Right for the Job
- Needing Cash, Some Small Business Owners Bypass the Bank
- Renovations That Add Value to a Home: Think Shingles, Not Marble
- Giving Like Michael Bloomberg: ‘Find One Small Thing’
- Making Big Donations to Change the World
- The Role of a Will in Asset Distribution
- Economic Gravity in the Oil Industry: What Goes Up Comes Down
- Municipal Bond Defaults Shake Up a Once-Sedate Market
- When Dividing Assets, the Little Things Matter
- Borrowing Directly From the Wealthy Can Be a Lifeline for Some
- Finding the Best Addiction Treatment, With Hired Help
- Getting Workers to Save More for Retirement
- The Art of Saying No as a Philanthropist
- Protecting Your Business, and Your Bank Account, in Case Clients Don’t Pay
- When It’s Time to Buy Out Partners, but Money Is Tight
- In Fledgling Exchange-Traded Fund, Striking a Blow for Women
- Turning Polluted Properties Into Profits
- Contaminated Property Makes for Costly Inheritance
- The Choices That Led Small Business Owners to Wealth
- Look Closely Before Leaping From a Steady but Unfulfilling Job
- A Philanthropist Drills to Discover Why Programs Work
- Charity Wine Auctions Are More Than Parties
- When College Scholarship Programs Falter
- Captive Insurers Face Increasing Scrutiny on Taxes
- New Year, Old-Fashioned Investment Strategy
- Want to Keep New Year’s Resolutions? Consider the Consequences of Failing
2015
- Parents of Children With Rare Diseases Find Hope in For-Profit Companies
- For Investors, the Brilliance of Diamonds Is All in Color
- The Bad Fortune of Some Ultrawealthy People
- Climate Change and Choosing Where to Invest
- Financial Considerations for Collectors of Art, Antiques and the Esoteric
- Taking a Rational Look at the Risk of Threats
- For Guidance, Would-Be Philanthropists Turn to Peers
- ‘Supersavers’ Focus on the Goal
- Still Bastions of the Elite, City Clubs Fill New Niches
- Defining Diversity in Silicon Valley and on Wall Street
- Jon Bon Jovi, the Jersey Shore and Impact Investing
- Digital Messages From Beyond the Grave
- Online University Helps Philanthropic Leaders
- Work-Life Challenges Regardless of Wealth
- Tips for the Aspiring Angel Investor
- How Geniuses Handle Their Money Windfalls
- When Is a Lease Not a Lease? When It’s an iPhone
- When Family Members Run Foundations, Scrutiny Never Ends
- The Challenges When Charities Team Up
- For Parents With Troubled Adult Children, Financial Hurdles Abound
- Getting Workaholics to Stop and Recharge
- With an Eye to Impact, Investing Through a ‘Gender Lens’
- Navigating Tougher I.R.S. Rules for Family Partnerships
- Modern Families and Modern Money Worries
- How to Snag a Reservation at That Oh-So-Popular Restaurant
- When Impact Investing Stays Local
- Upgrading a Deck to Avoid Headaches
- Party Planners Take It From Good to Great
- Finding the Right Fit for Flying Private
- The Computer as a Financial Planner
- Tough Choices for Succession in the Family Business
- Millionaires Who Are Frugal When They Don’t Have to Be
- Selling Private Collections Require Special Care
- Paying the Price for a Personal Drill Sergeant
- Families Find Principles That Keep the Business Going
- Guiding Wealthy Retirees on Health Expenses
- The Benefits and Caveats in Charity Challenges
- Prices for Private Residence Clubs Slow to Recover
- Noninvasive Cosmetic Surgery Can Deliver Confidence, at a Cost
- Gritty Details Are Behind the Glitter at Galas
- I.R.S. Is Looking Into Captive Insurance Shelters
- When Heirs Fight Over Assets With Sentimental Value
- As the Economy Awakens, Thoughts Turn to Dream Houses
- How the Year 2000 Turned My Life Upside Down
- Financial Advisers Seek to Inject a More Human Element
- Designing a Bespoke Perfume
- Adding Good Deeds to the Investment Equation
- Divorce Funding Firms Help Spouses Expecting Big Payouts
- Reading Restaurant Wine Lists, for Blockbusters and Values
- Yacht Chartering for Beginners
- Stressed by Money? Get on the Couch
- Finding the ‘Right’ Way to Dispose of Ill-Gotten Gains
- In Alzheimer’s Cases, Financial Ruin and Abuse Are Always Lurking
- Finding a Nanny Who Fits With Your Family
- The Rising Costs of Youth Sports, in Money and Emotion
- When Judging Financial Advisers, Look Beyond the Annual Return
- For Bond Investors, Ignoring Advice Has Been Profitable
2014
- What the Most Fortunate Learn During the Holidays
- Even for the Person Who Has Everything, Gifts Matter
- What to Do When Your Financial Adviser Retires
- The Ins and Outs of Perpetual Trusts
- Matching the Way You Give to the Cause You Give To
- Private Banks Turn to Niche Marketing for Clients
- In Sales of Luxuries, Geography Matters
- The True Cost of ‘Daddy, Can I Have a Pony?’
- Decision-Making Obstructs Path to Investment Goals
- Focusing on the Human Element of Estate Planning
- Stars Offer Rewards and Risks to Charities
- A Billion Still to Spend, and Only Two Years to Do It
- The Affluent Are Often Politically Moderate, a Survey Finds
- Wealth: More Boot Camp Than Spa
- At the Top of the World, a View of New York Real Estate
- Giving Back to Your School in a Big Way
- A Potential Game Changer for Estate Taxes on Art
- Regulatory Changes Could Restrict Pool of Private Investors
- The Weighty Responsibility of Inheriting a Collection
- Hispanic-Americans Work to Bolster Philanthropy at Home
- Investing to Make a Difference Is Gaining Ground
- Tough Decisions: Investing for a Nonprofit
- Power of Attorney Can Have Its Own Complications
- A Multimillion-Dollar Estate, for Sale by Owner
- Easing the Transition From One Nanny to the Next
- Almost as Certain as Death? Not Talking About the Inheritance
- Seeing a Supersize Yacht as a Job Engine
- Understanding the Philosophy Behind Your Investment Portfolio
- Vacation Experiences That Only Money Can Buy
- Learning Young the Gift of Helping Others
- ‘Smart Beta’ Investing Lets the Measure Pick the Stocks
- When a Will Divides an Estate, and Also Divides a Family
- Golf Tournaments as Fund-Raisers Gain Popularity
- Fear of Equities Drives More Investors to Cash
- In Slightly Less Wealthy Circles, Interest Rises in Private Equity
- Never Mind Stocks. Just Buy the Company
- Some Wines Are Worth Not Drinking
- A Multimillion-Dollar Battle Could Complicate Getting What You’re Owed
- Angel Investors Need a High Risk Tolerance, Not Billions
- Private Citizen Bloomberg’s Philosophy on Philanthropy
- Live Longer and Heirs Will Prosper in New York
- Tips to Manage Spending in Retirement
- Before Joining a Board, Size Up the Job and the Mission
- The Argot of Trusts, as Told in Acronyms
- Leaving the Comfort Zone to Learn Computer Code
- Older, They Turn a Phone Into a Job
- Looking for Ways to Keep Money From Dividing a Family
- For Boarding Schools, an Evolving Financial Aid Philosophy
- When You Evaluate a Fund Manager, Look Beyond Results
- Exploring the Tax Implications of Alternative Investments and Living in New Jersey
- At Private Schools, Another Way to Say ‘Financial Aid’
- In A Family Office, Lessons for the Less Wealthy
- Life Coaches for the Entrepreneurial Set
- What’s in Store for 2014? Here’s What to Watch
- Keeping Swindlers Out of Your Bank and Brokerage Accounts
- When Buying Stock in Gluttony Is a Good Investment
- Cold Facts About Estate Taxes
- Having Enough, but Hungry for More
- Need Cash? Own a Bentley? Take a Pawn Ticket
- Creating a Five-Year Investment Plan, Without Tea Leaves
- Forecasting the Year Ahead, and Preparing to Be Wrong
2013
- O Christmas Tree, How Lucrative Are Thy Branches
- For Top Earners, a Bigger Tax Bite This Year
- For Grandchildren, the Gift of Financial Awareness
- Insurance on the Person Who Makes the Business Run
- Individuals Find Ideas in the Institutional Investment World
- Planning for a Future in the Face of Terminal Illness
- Caring for Aging Parents, Even From a Distance
- The Cautionary Tale of an Investment Adviser Gone Astray
- Peter Lynch Once Managed Money. Now He Gives It Away
- Precious Eyes
- Jon Huntsman Sr.’s Early Calling to Philanthropy
- Twitter Tantalizes, but Beware the I.P.O.
- With Giving Season in Full Force, Seeking to Understand Donors
- Advisers Go Extra Lengths to Keep Wealthy Clients
- When Converting a Roth I.R.A. Back to a Traditional One Makes Sense
- Putting an Estate Value on the Assets Unique to You
- Younger Investors’ Approach to Investing
- Financing Start-Up Dreams With Retirement Savings
- Seeking Investments That Are Profitable and a Little Bit Green
- A Guessing Game on Taxes Owed
- Despite Drop in Commodity Prices, Farmland Values Rise
- From a Divorce in the Affluent Class, Lessons for All
- Handling an Investment Pitch From a Friend
- Seeking Light in the Heat of Energy Investing
- A Public Debate Over the Wisdom of Gandolfini’s Will
- That Bland Annuity Notice May Be Anything but Routine
- Captain of Your Own Yacht (for This Weekend, Anyway)
- Charitable Giving From Head or Heart
- For a Fee, Seeking Owners of Unclaimed Money
- How to Avoid an Estate Battle After You Die
- A Financial Backer When a Parent’s Wallet Isn’t an Option
- Loans From a Bank Supported by the the Family Tree
- Leaving Behind Digital Keys to Financial Lives
- When the Subject Is Returns, Honesty Can Hurt
- Taking a Look at a Proposal to Limit Tax-Deferred Savings
- Getting the Full Picture on Annuities and Insurance
- Taxes Influence Investment Strategy, Not Always for the Better
- Estate Planning Remains a Moving Target Under the New Law
- Measuring College Prestige vs. Cost of Enrollment
- Technology’s Impact on the Value of Financial Advice
- Overseas Finances Can Trip Up Americans Abroad
- Growing Up With a Trust
- Among Young Inheritors, an Urge to Redistribute
- Money Advice for Doctors and Lawyers and the Rest of Us
- Protecting Wealth in Volatile Fields
- Money Advice for People in Boom-or-Bust Fields
- College Admission Roulette: Ask for Financial Aid, or Not?
- Reasons to Avoid Stocks, and Why You Should Ignore Them
- Modern Safeguards for a Family-Owned Business
- The 1040 Blues
- Navigating Between Tax Avoidance and Evasion
- Family Foundations Prepare for Next Generation
- A Simple Way to Invest Grows More Complicated
- What the Small Player Can Expect When Using a Lobbyist
- Rushing Into a Mortgage Can Be Costly
- Coping With the New Tax Law, Even for the Richest of the Rich
- The End of a Decade of Uncertainty Over Gift and Estate Taxes
2012
- Past Turmoil Leaves a Lasting Impression on Investors
- Making an Argument For a Narrower Focus Of Donations
- A Proliferation of Ways to Use a Tax Break as Its End Nears
- On the Occasion of ‘Madoff Day,’ Think How to Avoid Fraud
- Save for Retirement in Just 10 Years? It’s Doable, but Risky
- Dealing With Doctors Who Take Only Cash
- Hasty Decisions May Cost More Than Higher Taxes
- How About a Fort Knox of Your Own?
- For Some, Giving Time to Schools Beats Giving Money
- A Soon-to-End Gift Tax Break Spurs a Flurry of Activity
- Safeguarding Your Assets Against the Hazards of a Lawsuit
- Armstrong’s Wealth Likely to Withstand Doping Charges
- Determining if Disability Insurance Is Necessary
- Financial Survival in a Time of Fiscal Peril
- Parceling Out a Nest Egg, Without Emptying It
- When Advisers Change Jobs, Ask Questions
- Planning for Retirement? Don’t Forget Health Care Costs
- Philanthropists Take the Measure of Doing Good
- For Whistleblowers, Consider the Risks
- A Guaranteed Return on an Annuity Has Limits After All
- The Tightwire Act of Living Only on Social Security
- Family Property Raises the Question of Managing for a Legacy
- Indulging in a Yacht, but Still Minding the Expenses
- In Private Equity, Profiting From Small-Time Deals
- When the Lender Buys Your Home Insurance, a Call Is In Order
- For Sale by Owner, a Multimillion-Dollar Mountain Estate
- What Some Investors Are Doing to Anticipate a Tax Increase
- When Your Pension Offers a Choice
- What to Tell the Children About Their Inheritance and When
- An Insurer of One’s Own? It’s Possible, With Caveats
- In an Unusual Tax Year, the Wealthy Turn to Partnerships
- From Woman to Girl, an Introduction to Finance
- To Give or Not to Give, Up to $5.12 Million
- In Investments as in Life, Passion Can Cloud Judgment
- An Investment on Wheels? Maybe Just an Expensive Hobby
- Buying a Sports Team Takes Heart and Cash, Plenty of It
- Winemaking Lures the Wealthy, but Not With Profits
- Franchisees Look for Success With a Proven Script
- Investing in Restaurants Can Work, but It’s Not as Easy as Pie
- Investing in a Racehorse Without Breaking the Bank
- Lights. Camera. Invest!
- Investors Try a Do-It-Yourself Approach to I.R.A.’s
- A To-Do List for the Consumer Financial Protection Bureau
- A Trophy Investment That Can Also Keep You Punctual
- Want an Active Investment Manager? Here’s What to Look For
- Helping Small-Business Owners Find the Perfect Mentor
- COMEBACK CHRONICLES: A Struggle at Work and Home When Country Calls
- COMEBACK CHRONICLES: Three Years On, Ponzi Scheme Still Haunts a Victim
- COMEBACK CHRONICLES: Though Pace Is Picking Up, a Builder’s Pay Is Not
- A Forecast for Low Returns, and Advice for Investors
- Some Dos and Don’ts About Leverage, Simply Put
- How to Avoid Forgeries When Buying Fine Art
- Making Plans for Prized Collections, Heartstrings Included
- Destination Clubs Introduce Budget Versions, Relatively Speaking
- Aspire to Public Office? Mind Your Financial Decisions Now
- WEALTH SPECIAL SECTION: Taking Back Your Business
- In Investing, Disclosure Only Gets You So Far
- The Advantages and Risks of Gingrich’s Tax Strategy
- Building a Portfolio for Safety and Returns
- A Convoluted Application of Insurance
- Deciding Who’s Rich (or Smart) Enough for High-Risk Investments
2011
- Analyzing the Analysts’ Investment Projections
- Debating Financial Strategies for the New Year After a Downbeat 2011
- In a Time of Giving, Learning When to Say No
- Getting a Grip on Taxes Before the Storm Hits
- Latin America, the Land of Opportunity and Caution
- In Commodities World, Safe and Secure Sometimes Isn’t
- Exploring the Labyrinth of Turkey Prices
- Tax Burdens Tilt Coastal, and System’s Fairness Is Debated
- Wealthy Buyers Fuel Market for Second Homes
- Despite Critics, Mortgage Deduction Resists Change
- MF Global Clients Fear for What They Left
- Best Investing Advice? Maybe Not the Conventional Method
- A Risky Investment, Made Unwittingly
- Chasing Opportunity in an Age of Upheaval
- In a Volatile Market, Some Turn to Insurance Instead of Bonds
- So Far, It’s Been a Half-Empty Year for Financial Forecasters
- Challenging Dollar-Cost Averaging and Other Bad Ideas
- ‘Buffett Rule’ Is More Complicated Than Politics Suggest
- Decoding the Wide Variations in House Appraisals
- In Agreement on Estate Taxes, Even More Complications
- Using an Inheritance to Teach Your Problem Child a Lesson
- Voluntarily Disclose Your Offshore Accounts, or Else
- The Hidden Dangers in Safe Havens
- Volatility As An Asset
- Managing an Investment Portfolio for Risks, Not Only Returns
- Owning a Ranch Offers Returns Beyond the Financial
- A Trust Surges, Heirs and Taxes in Mind, but Mind the Details
- From Honus to Derek, Memorabilia Is More Than Signed Bats
- Advisers Keep Eyes on the Horizon in a Choppy Economy
- Making a Portfolio, and More, at Money Camp
- Picking the Brains of the Super-Rich, and Picking Up Tips
- Financial Advice Gleaned From a Day in the Hot Seat
- Negative Web Data Can Be Challenged, at a Price
- Assessing the Value of Owning Dividend-Paying Stocks
- Avoiding Legal Issues When Managing Household Staff
- An Investment Asks, How Much Can You Afford to Lose?
- Wealthy Hesitate to Take a Break on Estate Taxes
- Net Worth, Self-Worth and How We Look at Money
- Putting Your Doctor, or a Whole Team of Them, on Retainer
- Taking the Time to Pick the Right Financial Adviser
- After Recession and Scandal, Private Residence Clubs Resurface
- Sticking By Rosy Predictions for the Stock Market
- For Tiger Woods, a Golf Course Design Business Is in the Rough
- Giving Strategically, When the Government Can’t Help
- Insurance Dictated By The Bank
- YM Special: Navigating the Benefits Maze
- YM Special: Finances CEOs May Not Be Watching: Their Own
- YM Special: Too Busy for Finances, but a Baby Changes That
- As Remodeling Rebounds, Caveats for the Homeowner
- When To Buy Or Sell? Don’t Trust Your Instincts
- In Pro Athletes’ Finances, a Defensive Line Pays
- Tracking Down and Collecting Unclaimed Life Insurance
- Protecting a Reputation Is Tougher in a Viral World
- Some Remedies for the Pain When Couples Talk Money
- The Hands-On Investor
- Hiding Money Overseas? You’re Taking a Big Chance
- Finding The Best Vehicle for Philanthropy
- For Investing Big Bonuses, Boring Is In
- Private Stocks Deals Are That Way for a Reason
- An Optimistic Start to Investing in 2011, With Caveats
2010
- Jewelry Theft Can Take the Sparkle Out of a Holiday
- Estate Tax Will Return Next Year, but Few Will Pay It
- How To Avoid Being Taken in by a Ponzi Scheme
- Thinking Ahead for Pets, Including Insurance and Trusts
- Animal Lovers, Beware of Ownership Costs
- Buy American? Upscale Investors Increasingly Look Abroad
- Planning for Income and Estate Taxes in an Uncertain Time
- Exploring Trusts for the Disabled
- A Child’s Legacy is More Than Money
- Discussing Money Without the Family Drama
- Keeping Both Spouses in the Financial Picture
- Changing Definitions of ‘Green’ Alter Investment Strategies
- Scrutinizing the Elite, Whether They Like It or Not
- The Crowd Around the Gold Counter
- Good Job Offer, but What About The House?
- Avoid Legal Pitfalls When Buying Art
- Choosing Insurance for the College Life (Grades Not Included)
- Preparing Children To Be Safe At College
- The Art of Thinking Clearly Under Great Pressure
- A Year to Give Gifts to Your Heirs and Save On Taxes
- As Private Tutoring Booms, Parents Look at the Returns
- Pledging Fortunes Takes Extra Effort in a Shaky Recovery
- Finding An Alternative To Selling and Retiring
- Partnerships May Aid Your Estate, but the I.R.S. Is Watching
- If It Causes Stress, Is It Really a Vacation Home?
- Structured Like a Mutual Fund, Traded Like a Stock
- How The Rich and Famous Can Stay Rich (If Not Famous)
- Bypassing Funds, Wealthy Families Try Direct Investing
- Natural Disasters Happen. Will Your Home Be Ready?
- Oprah Winfrey Opts for Her Own Private Financial Adviser
- Confusion Over the Dormant Estate Tax Keeps Advisers Busy
- Blended Families Face Financial and Emotional Issues
- Teaching Work Values to Children of Wealth
- What Higher Taxes Will Really Mean
- Practically Speaking, Stocks May Be a Good Bet
- Protecting Your Home, Part 2, or What Readers Think
- Weighing The Value of a Home Security System
- With Impact Investing, A Focus on More Than Returns
- After a Strong Year for Hedge Funds, Investors Return
- The Risks and Returns of Municipal Bonds
- Protect Your Art With More Than A Handshake
- Assemble a Paper Trail, and Make Sure Your Heirs Can Follow It
- Time for an Insurance Check-Up, as Needs and Options Change
- Philanthropy in the Form of a Fat Cash Prize
- No Federal Estate Tax, But What About Your State?
- Learning How To Hedge Yourself, and Not Just Your Portfolio
- Real Estate Looks Risky, But Less So For Bargain Hunters
- Broker? Adviser? And What’s the Difference?
- Index Fund, Dowdy To Some, Get a Noticeable Endorsement
- Fewer Toys For The Wall Street Boys
- A Bizarre Year For The Estate Tax Will Require Extra Planning
2009
- Thinking Hard About Retirement and Death
- More Tax Chores For The Wealthy at Year-End
- Philanthropy Thrives, Even With Reduced Resources
- Big Investors Grow Wary of Hedge Funds and Private Equity
- Running Scared
- All This Anger Against the Rich May Be Unhealthy
- Too Rich Too Worry? Not In This Downturn
- Millionaires See Benefits of Budgeting
- Somebody’s Watching…And Ready To Sue
- Teaching Golf Pros What They Already Know
- There’s Value In Real Estate, If You Find Your Florida
- In Search of Competent (And Honest) Advisers
- Teaching The Entitled Young The Facts of Life
- Here’s $50 million; What’s Your Risk Tolerance?
- Even For Luxury Cars, Dickering Is Possible
- How Do I Know You’re Not Bernie Madoff?
- California Worries About Fate of Loan-Aid Repayment for Teachers
- Some See Economy In Crisis, But the Intrepid Find Bargains
- Students Relying on Loans Wonder Weather Forgiveness Will Last
- In Selling a Boat, No Port In The Storm
- More Investors, Chastened by Stock Losses, Settle for Municipal Bond
- Insuring Your Business (And Yourself) Against Loss
- Keeping Donations Flexible Now To Avoid Conflict Tomorrow
- Never Mind Your 401(k). How’s Your Insurance?
- Who Gets Hurt When The Wealthy Cut Back
- Smaller Though It May Be, It’s Time To Look At the Estate
- Some Consolation for Those in the Top Tax Bracket
- Lives, Interrupted: The New Austerity
- As Brokerages Regroup, The Lines Are Open
- For High Earners, A Day of Reckoning
- It’s Not Just The Money, It’s the Mindset
- Surviving In A Financial World With Limits
- Following The Money, After Its Swiss Exit
- The Rules That Madoff’s Investors Ignored
2008
2007
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