The number of ultra-wealthy individuals — those with net worths of $30 million or more — is climbing at a rapid pace. As this population expands, distinct…
Risk tolerance lowers as you age, meaning once you’re retired, any significant financial changes or economic news can have a big impact on the rest of your…
AI investment surged to $252.3 billion in 2024, up 44.5% from the previous year, as companies rushed to capitalize on the technology’s promise. But this massive expansion…
Chris Zander.Courtesy of Evercore Wealth Management Firm: Evercore Wealth Management Name: Chris Zander Location: New York, NY Team Custodied Assets: $13.6 billion Background: Chris Zander grew up…
Key Takeaways Crypto company shares are getting a boost from rising bitcoin prices and interim guidance that would exempt digital assets’ paper gains from getting taxed.Bitcoin treasury…
Key Takeaways Several states—including Alaska, Colorado, Georgia, and New York, and New Jersey—are sending money to residents in 2025. The reasons vary.Alaska residents can receive money every…
CEO Shannon Spotswood.Courtesy of RFG Advisors Firm: RFG Advisory Name: Shannon Spotswood Location: Vestavia Hills, AL Team Custodied Assets: $5.8 billion Background: Shannon Spotswood grew up in…
Key Takeaways Nvidia Corp. (NVDA) CEO Jensen Huang says electricians, plumbers, and carpenters will be needed to build AI infrastructure, predicting a sustained boom in the skilled…