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Managing Wealth

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Personal Wealth & Private Banking

  1. Public Offering Price (POP)

    The public offering price (POP) is the price at which new issues of stock are offered to the public by an underwriter.

  2. Protected Cell Company (PCC)

    A Protected Cell Company (PCC) is a corporate structure, a single legal entity made of a core and several cells with separate ...

  3. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.

  4. Uninsurable Risk

    Uninsurable risk is a condition that poses unknowable or unacceptable risk of loss.

  5. Investment Bank (IB)

    An investment bank (IB) is an intermediary between securities issuers and investors, does underwriting and acts as broker/advisor ...

  6. 6 Investing Mistakes the Ultra Wealthy Don't Make

    Understand who ultra-high-net-worth individuals are and how they invest. Learn about six key investment mistakes the ultra ...
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Estate Planning

  1. Aggregate Stop-Loss Insurance

    Aggregate stop-loss insurance is an insurance policy that limits claim coverage (losses) to a specific amount.

  2. Credit Insurance

    Credit insurance is a type of insurance that pays off one or more existing debts in the event of a death, disability, or ...

  3. Bare Trust

    A bare trust is a type of trust that provides beneficiaries with immediate and absolute ownership of its capital and the ...

  4. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...

  5. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.

  6. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...
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Real Estate

  1. Credit Insurance

    Credit insurance is a type of insurance that pays off one or more existing debts in the event of a death, disability, or ...

  2. Effective Gross Income - EGI

    Effective Gross Income is the Potential Gross Rental Income plus other income minus vacancy and credit costs of an investment ...

  3. How Dave Ramsey Made His Fortune

    Dave Ramsey is one of America's most trusted sources for financial advice, but how exactly did he make his money?

  4. Flipping Houses: Is It Better Than the Buy and Hold Strategy?

    Real estate investors can choose to flip a property or hold it. Find out which strategy may best for you.

  5. New Construction's Hidden Costs Can Burn Buyers

    Before you buy that brand-new home, read this first. There are some things you should know about.

  6. Investing With Purpose and for Profit: Affordable Housing

    Successful real estate investors are more than just landords - they are savvy business executives.
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High Net Worth Insurance

  1. Aggregate Stop-Loss Insurance

    Aggregate stop-loss insurance is an insurance policy that limits claim coverage (losses) to a specific amount.

  2. Gap Insurance

    Gap insurance protects car owners when the compensation received from a total loss does not fully cover the amount still ...

  3. Credit Insurance

    Credit insurance is a type of insurance that pays off one or more existing debts in the event of a death, disability, or ...

  4. Experience Rating (Insurance)

    Experience rating (insurance) is the amount of loss that an insured party experiences compared to the amount of loss that ...

  5. Passive Income

    A Passive income is earnings derived from a rental property, limited partnership or other enterprise in which a person is ...

  6. Public Offering Price (POP)

    The public offering price (POP) is the price at which new issues of stock are offered to the public by an underwriter.
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High Net Worth Tax Strategy

  1. Should You Borrow From Your Retirement Plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.

  2. How to Use Your HSA for Retirement

    Thanks to its unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had.

  3. How New Tax Changes Promote 529 Investments

    The latest round of tax reform has triggered new interest in the benefits of 529 savings plans.

  4. Bare Trust

    A bare trust is a type of trust that provides beneficiaries with immediate and absolute ownership of its capital and the ...

  5. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...

  6. Effective Gross Income - EGI

    Effective Gross Income is the Potential Gross Rental Income plus other income minus vacancy and credit costs of an investment ...
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High Net Worth Living

  1. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...

  2. Effective Gross Income - EGI

    Effective Gross Income is the Potential Gross Rental Income plus other income minus vacancy and credit costs of an investment ...

  3. Best Banks to Stash My Million Dollars

    Get the richest perks and red carpet treatment for you and your money from these financial institutions.

  4. How to Diversify a $1 Million-Plus Portfolio

    Here are three ways to diversify a high-net-worth portfolio, which could help stave off the impacts of volatility.

  5. Incentive Fee

    An incentive fee is a fee charged by a fund manager based on a fund's performance over a given period and usually compared ...

  6. 7 Financial Lessons to Master by the Time You're 30

    Once you hit your 30s, it is time to get serious about your finances and money skills. Here are the top money lessons you ...
Hot Definitions

  1. Gross Domestic Product - GDP

    GDP is the monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...

  2. Debt/Equity Ratio

    The D/E ratio indicates how much debt a company is using to finance its assets relative to the value of shareholders’ equity.

  3. Exchange-Traded Fund (ETF)

    A security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.

  4. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...

  5. Return On Equity - ROE

    The amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability ...

  6. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
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