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WealthManagement.com’s Executive Editor for Investments, David Bodamer, chats with Robert Collins, co-head of private wealth at Partners Group. Partners Group, an …

Financial advisors are feeling much better about the prospects of the stock market and the broader economy in the wake …

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gordon …

For both emotional and taxation reasons, the end of the year is generally seen as the season of giving. In …

Throughout 2024, Zephyr Market Strategist Ryan Nauman has had the privilege of talking with some of the most influential and thought-provoking …

You might have noticed a heightened sense of uncertainty in conversations with clients recently. Despite a robust bull market, the …

Co-Presidents Michael Greene (left) and Kyle Thomas (right). Photo is courtesy of Highland. Highland Private Wealth Management, an investment management …

In the time since the U.S. election, the collective response of the financial markets has been one of optimism. Equity markets …

December 18, 2024 – Dubai, United Arab Emirates Bybit, the world’s second-largest cryptocurrency exchange by trading volume, is excited to …

Through the years, the U.S. Tax Court has clarified the gift tax consequences of terminating qualified terminable interest property (QTIP) trusts. Two …