Wealth Blog

Friday, January 21, 2011 3:49 pm
By Judy Martel · Bankrate.com

Hedge funds, the lightly-regulated investments open to those who can meet the high price of entry, appear to be surging in popularity again. The third quarter of 2010 saw the largest-ever quarterly increase of $149 billion in assets, according to Hedge Fund Research (HFR), which tracks and analyzes the funds. Globally, assets grew to $1.917

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Friday, January 14, 2011 4:02 pm
By Judy Martel · Bankrate.com

The wealthy will be emerging from safe investment havens this year, and stretching their risk tolerance levels globally, according to a survey conducted in December. The Institute for Private Investors (IPI), a membership organization for ultra high-net-worth individuals, surveyed 72 of its members, most of whom have more than $50 million in investable assets. Two-thirds

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Friday, January 7, 2011 3:42 pm
By Judy Martel · Bankrate.com

Not many of us can resist playing the game of “what if?” from time to time, perhaps even more so at the beginning of a new year. Those of you who follow my blog might remember my interview with Billy and Akaisha Kaderli, who retired in 1991 at the ripe old age of 38. Recently

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Thursday, December 30, 2010 10:55 am
By Judy Martel · Bankrate.com

The year-end news for stocks looks promising. During the last quarter, we’ve enjoyed a rally of approximately 10 percent (helped by a so-called Santa rally, when the market rises between Christmas and New Year’s). That’s the best stock-market rally during a fourth quarter since 2003. Some experts are still convinced it’s all smoke and mirrors

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Friday, December 17, 2010 1:37 pm
By Judy Martel · Bankrate.com

The $858 billion tax package that sailed through Congress this week has left both Republicans and Democrats unhappy with parts of the deal, but the wealthy and their heirs can breathe a sigh of relief – at least for another two years. To get the deal done, Democrats conceded on their effort to raise taxes on the wealthy,

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Friday, December 10, 2010 10:15 am
By Judy Martel · Bankrate.com

Back in August, I wrote about investor Warren Buffett’s plea to the wealthy to publicly commit to donating most of their fortunes to charity. Called the “Giving Pledge,” it immediately attracted heavy-hitters like Oracle founder Larry Ellison, movie producer George Lucas, and oil tycoon T. Boone Pickens. Recently, 16 additional billionaires signed up (which raises

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Friday, December 3, 2010 1:46 pm
By Judy Martel · Bankrate.com

When I worked for a family office that advised ultra high-net-worth individuals, one of the numerous ways our investment advisers would assess stock market risk among clients was to pose the question: “How would you feel if you lost half your investments?” That question turned out to be more than rhetoric in March, 2009, when

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Wednesday, December 1, 2010 2:19 pm
By Judy Martel · Bankrate.com

Everyone could use a bit of fantasy during the holiday shopping season, and Neiman Marcus comes through yet again with its annual Christmas Book of unique gifts. The Christmas Book has been around since 1926, but this is the 50th year of the legendary His and Hers gifts. To mark the occasion, the store commissioned

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Wednesday, November 24, 2010 10:32 am
By Judy Martel · Bankrate.com

It’s the time of year for giving thanks, so how charitable have the wealthy been this past year? Bill and Melinda Gates continue to make headlines on the philanthropic front, most recently with the announcement that they’ve pledged $500 million through their foundation to help create new banking systems for the poorest parts of the

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Friday, November 19, 2010 11:56 am
By Judy Martel · Bankrate.com

So just how much do the wealthy hate paying taxes? Unlike almost every other country, the U.S. levies taxes on its citizens no matter where they live in the world. So some of the more globally-minded wealthy are taking their expatriate status much further by renouncing U.S. citizenship. Granted, the numbers are small, and many

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Tags: tax, Taxes, wealthy
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