The One Big Beautiful Bill Act is now law, “permanently” setting the estate tax exemption to $15 million for individuals and $30 million for couples next year.But…
Key Takeaways ETHZilla announced a $250 million stock buyback plan.The company formerly known as 180 Life Sciences recently shifted its focus to building a treasury of the…
Many professionals are stellar in their fields but make the mistake of linking the bulk of their investments to the companies for which they work.This might be…
Not long after Monique Showalter had her two sons some 40 years ago, her mother set the tone for how to save for the college education of…
Explore your options for health insurance before you retiregetty If you’re contemplating early retirement before Medicare eligibility at age 65, you’re going to need a good health…
Andrew LernerCourtesy of Oppenheimer Name: Andrew Lerner Firm: Oppenheimer Location: Boca Raton, FL Team Assets (Custodied): $1.6 billion Background: Andrew Lerner grew up in Gainesville, Florida, and…
Kayvon SarmadiCourtesy of UBS Name: Kayvon Sarmadi Firm: UBS Wealth Management Location: Washington, D.C. Team Assets (Custodied): $974 million Background: Kayvon Sarmadi launched his career as a…
Key Takeaways Major retailers shared their perspectives on how consumers are faring and what tariffs mean for the industry on conference calls following the release of quarterly…