Recent Articles
Why I’m Ending My ‘Wealth Matters’ Column
The New York Times | Oct 9, 2021
After 13 years, 608 installments, and an estimated 4,864 sources, I’m stepping away from my weekly column to explore the world of my other full-time job — lead dad.
Giving Like Michael Bloomberg: ‘Find One Small Thing’
The New York Times | MAR 25, 2015
“I’m a practical person,” Mr. Bloomberg said in an interview at Bloomberg Philanthropies. “If we’ve got a problem, let’s do something. I want to find one small thing.” Last year, he gave $510 million to more than 1,000 organizations in six areas. Over his lifetime, he has given $4.3 billion.
All Articles
The New York Times
- Why I’m Ending My ‘Wealth Matters’ Column
- What’s Changed in 13 Years of Writing About the Wealthy
- Private Jet Market Grapples With Surge in Get-Me-Away Demand
- Pandemic Changes the World of Horse Auctions
- Proposed Tax Changes Focus on the Wealthy
- With Extreme Weather, Home Insurance Will Cost More. If You Can Get It.
- Change May Be Coming to Your Favorite Wines
- A Donor Makes a Long-Term Investment: In Mentoring Teens
- Student-Athletes Can Now Earn Money. Here Are the Pitfalls.
- Nonprofits Get a New Type of Donation: Cryptocurrency
- A Painting or an NFT of It: Which Will Be More Valuable?
- In Fighting Climate Change, What’s an Individual to Do?
- For Some People, Working From Home Sped Up Their Decision to Retire
- How to Tell if a Company’s Claim of Ethical Practices Is True
- Quest to Help Diabetic Son Endures With a Different Kind of Giving
- Add Boats to the List of What’s Hard to Find (and More Expensive)
- Plan to Revive I.R.S. ‘Wealth Squad’ Puts the Richest on Notice
- How to Tell if a Company’s Claim of Ethical Practices Is True
- How the Pandemic Has Changed Attitudes Toward Wealth
- Faith-Based Investing Makes Up Ground in Gains and Convenience
- When It Comes to Taxes, Being Tracked Can Be a Good Thing
- Help Wanted: Someone With Money and Connections
- How the Wealthy Are Trying to Anticipate Biden’s Tax Increases
- Wealthy Families Look to Help Family Businesses in the Pandemic
- A Family Opens Up About Its Investing Mistakes
- Without Parties, There’s No Place to Show Off That Expensive Watch
- An Argument for Investing Where the Return Is Social Change
- Summer Camps See Rebound in Interest
- Desperate for a Trip? Here Are the Questions to Ask Before You Go
- It May Be Time to Start Worrying About the Estate Tax
- Here’s How to Give to Women’s Causes
- Home Buyers, Beware: ‘Views Are Not Guaranteed’
- Raising Money for a Nonprofit? Try a Personalized Approach
- The Question Some Company Owners Don’t Want to Deal With
- A Bigger Risk Than GameStop? Beware the Ponzi Scheme Next Door
- As Bitcoin’s Price Surges, Affluent Investors Start to Take a Look
- With Higher Taxes Possible, Here’s What to Do Now
- The Estate Tax May Change Under Biden, Affecting Far More People
- Forget About a Gym. These People Pay Thousands for Personalized Workouts.
2020
- Small Donations Aiming to Make a Big Splash
- Stuck at Home, People Are Splurging on Wine and Spirits
- Zoom Classes. No Chance Meetings. Is Virtual Business School Worth the Cost?
- Invest Like a Pro (Athlete)? It Could Be Profitable, and Risky
- Groups Trying to Open Golf to Young People Are Struggling Themselves
- Making Financial Decisions When You Don’t Have All the Facts
- Demands on Nonprofit Groups Rose in the Pandemic, Even as Volunteering Fell
- How One Entrepreneur Changed Her Business Model in the Pandemic
- Stressed About the Election? Don’t Take It Out on Your Investments
- For Owners Looking to Sell, an Option That Keeps Their Company Intact
- Some Real Estate Investors Are Putting More Money in One Basket
- Private Schools Hold New Attraction in the Pandemic
- Why These Millionaires Are Staying Put Despite a New Tax on Them
- As Donations Shift in the Pandemic, New Databases Aim to Help
- Tax Strategies to Embrace, or Avoid, Before the November Election
- Four Questions to Help Demystify Your Relationship With Money
- Weighing Pandemic Risks When Donating to Colleges
- Investing in Social Good Is Finally Becoming Profitable
- In Pandemic, More Are Paying for Direct Access to Their Doctors
- Helping Girls Step Up to Entrepreneurship
- More Wealthy Families Are Throwing a Lifeline to Distressed Businesses
- Can’t Afford a Birkin Bag or a Racehorse? You Can Invest in One
- Need Help With Your Estate Plan? Go With the Flow, Advisers Say
- New Tools for Home Buyers as the Pandemic Upends Real Estate
- Auctions Are Crimped as the Pandemic Forces Them Online
- How Investors Are Addressing Racial Injustice
- Philanthropy Rises in Pandemic as Donors Heed the Call for Help
- Pandemic Is Expected to Bring More Lawsuits, and More Backers
- Wealth Advisers Torn Over Taking Small-Business Aid
- What Are Fintechs and How Can They Help Small Business?
- How a Tax Benefit for Developers Could Backfire in the Pandemic
- Wealthy Fliers Worried About Coronavirus Turn to Private Jet Service
- Pandemic Has Increased Money Anxiety. Therapists Hope to Cure That.
- Keeping Your Business Going May Mean Both Growing and Shrinking
- When Sheltering in Place Puts Your Tax Strategy at Risk
- The Pandemic Has Slowed the Divorce Process. Here’s What to Expect
- In Philanthropy, Race Is Still a Factor in Who Gets What, Study Shows
- Denied, Deferred and Ignored: 13 Applications, and No Relief
- ‘I Didn’t Want to Shut My Doors’: Businesses Find Ways to Survive
- Virus Relief Efforts Give Rise to New Tax Strategies
- For Small-Business Owners, Hard Decisions Become Personal
- How Philanthropists Are Helping During the Crisis
- Once Scrutinized, an Insurance Product Becomes a Crisis Lifeline
- Yachts Are for More Than Lounging
- Golf Course Designers Bring the Details Home
- The Golf Houses, and Influence, of Pete and Alice Dye
- Yachts Are for More Than Lounging
- The Flaw in Warren Buffett’s Estate Plan
- Don’t Let the Wrong State Get Between You and Your Assets
- Tax Strategies to Consider Ahead of the 2020 Election
- Helping Towns by Seeding Their Own Backyard With Start-Ups
- Phone Hacks Can Happen to Anyone. Here’s How to Protect Yourself
- A Call for Investors to Put Their Money Toward a Green Future
- A New Generation Seeks to Give It All Away Now
- Caddies Push for a Share of Sponsorship Money
- For Golfers, Qualifying School Opens the Door
- The Secret of Their Success: It’s Not About the Money
2019
- No Line to Board Private Jets, but There Is a Line to Buy Them
- Country Clubs Where Drives Can Hit 150 M.P.H.
- Battle Over a $9 Million Will Rests on Just One Clause
- When U.S. Citizenship Starts Looking Like a Bad Deal
- New Rating System for Charities Aims to Measure Impact of Gifts
- Raise Billions From Billionaires? Tax Experts Say It’s Not That Simple
- A New Generation Stakes Out a New Path for Charitable Giving
- The 100-Year Family: Here Are Some Tips for Becoming One
- When It Comes to Money, Silence Is Rarely Golden
- As the Economy Slows, Which Investment Strategy Is Right for You?
- How to Get Rich by Buying a Franchise (Really)
- A Will Without Ink and Paper
- How a Legal Battle in the Digital Age Can Go Terribly Wrong
- I.R.S. Offers Deal to Small Insurance Companies Under Scrutiny
- Wealth Advisory Firms Are Merging, but What’s in It for Clients?
- Should You Spend, or Save, as if You’ll Live Forever?
- Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad
- Pet Spa? Private Elevator? The Amenities Race Heats Up
- As Politics Creep Into Philanthropy, Beneficiaries Come Under Fire
- What’s Left After a Family Business Is Sold?
- 4 Reasons Parents Don’t Discuss Money (and Why They Should)
- Want to Own a Warhol? Now, You Can Buy a Piece of One
- D.I.Y. Private Equity Is Luring Small Investors
- How a Tax Loophole Is Helping Silicon Valley Workers Save Millions
- If at First You Don’t Succeed, the British Open Is Still Possible
- At Column No. 500, a Look Back at Lessons Learned
- 5 Tips on Managing the ‘Boomerang Generation’
- Retouching the Mona Lisa Is Restoration, but a Mickey Mantle? Collectors Cry Fraud
- At Pebble Beach, It’s About the Lay of the Land
- How a Real Estate Concept From the Middle Ages Can Still Backfire
- Lawsuit Could Cool a Fast-Growing Way of Giving to Charities
- A Fund to Support the Muslim-American Community, Inside and Out
- Is an Opportunity Zone the Right Investment for You?
- How Loopholes Help Trump and Other Real Estate Moguls Avoid Taxes
- Investing for Social Impact Is Complicated. Here Are 4 Ways to Simplify It.
- Notre-Dame Donation Backlash Raises Debate: What’s Worthy of Philanthropy?
- 4 Tax Strategies That Could Make a Divorce Settlement Easier
- Who’s at Fault? Read the Fine Print to Make Sure You’re Not at Risk
- Dream of Owning a Plane? This Tax Break Can Help
- When Condo Boards and Residents Clash, Legal Bills Mount
- The Teddy Bear Test, and Other Ways to Pass a State Tax Audit
- How to Avoid the Next Real Estate Downturn
- The Allure, and Burden, of Private Equity
- 5 Ways to Value Your Collection, Whether It’s Fine Wine or Shrunken Heads
- Parking an Investment in Your Garage
- You Want to Buy Art. Is It About Love or Money?
- When Private Fights Over Millions Become Public (Things Get Ugly)
- Taxing the Wealthy Sounds Easy. It’s Not.
- Charity Finds Success in Work With At-Risk Children, but It’s Costly
- When Affluent Families Dig Up Their Past
- ‘Deciding How to Decide’: Even the Rich Need Advice on Budgeting
- Their Approach to Career Changes? Find a Niche, and Fill It
2018
- How to Plan Finances to Raise a Special-Needs Child
- Risky Home Loans Are Making a Comeback. Are They Right for You?
- The Secret to Buying the Perfect Diamond
- When the Social Mission Comes Before Making a Buck
- 4 Ways to Make Giving Large Donations to Small Groups Easier
- How and When to Talk to Your Children About Money
- Flood Insurance: Knowing When the Risk Justifies the Cost
- Real Estate’s Constant Conflict
- In an Uncertain Real Estate Market, Try Before You Buy
- A Big Tax Break for Socially Responsible Investing
- How Political Ideology Influences Charitable Giving
- 3 Ways to Create a Climate Change Investment Strategy
- A Push to Invest in the Arts Grows Stronger
- Pets Are Like Family. But as Health Costs Rise, Few Are Insured That Way
- Some Tips for Small Foundations Seeking to ‘Punch Above Their Weight’
- Life Insurance Offering More Incentive to Live Longer
- 3 Investments That May Have Hit Their Peak
- Making Wills Easier and Cheaper With Do-It-Yourself Options
- Taking the College Tour by Private Jet
- When a $1,000 Gift Is Better Than $1 Million
- 3 Tax Breaks That May Be Better in the Long Run
- Buoyant Economy or a Blip? 4 Tips for Investing Before the Party Ends
- Should You Get a Divorce Now or Later?
- Rescued From Obscurity: How Discarded Items Become Treasures
- Family Businesses Hire a New Type of Executive: Chief Referee
- Can Artificial Intelligence Keep Your Home Secure?
- Four Tips on How to Rescue a Bankrupt Business
- A Guiding Hand From College to Not Just a Job, but a Career
- Balancing the Benefit and the Burden of Wealth
- Why Inconsistent Income Needs Consistent Planning
- An Investment on Your Wrist
- From Super Bowl to David Bowie, V.I.P. Treatment Awaits
- Forget the Kentucky Derby Prize. The Big Return on Investment Is in Breeding.
- Getting Married? Forget Sweet Nothings; Let’s Talk About Money
- An E.R. That Treats You Like a V.I.P.
- When Your Fixer-Upper Is Your Hometown
- Beyond Soccer Moms: Relocating for a Child’s Sport
- Want to Keep Your Wine Collection Safe? Store It in a Bomb Shelter
- Trading Cards: A Hobby That Became a Multimillion-Dollar Investment
- Are Millions Missing? Some Relatives Want to Know. Others Don’t.
- Building Trust at Financial Firms With CPR and First Aid
- Here’s How to Maintain Peace Among Your Heirs
- How to Invest With a Conscience (and Still Make Money)
- At Art Fairs, Keep an Open Mind, but Watch the Wallet
- For Executives, Addiction Recovery in the Lap of Luxury
- 5 Tips to Weather a Turbulent Stock Market
- A Battle Over Diamonds: Made by Nature or in a Lab?
- How to Bid for the N.F.L.’s Biggest Prize: Team Ownership
- As States Legalize Marijuana, Investors See an Opportunity
- As Big Firms Exit Broker Pact, Investors Are Uneasy
- How the Tax Code Rewrite Favors Real Estate Over Art
- There’s More to Naming a Company After Yourself Than Ego
2017
- Keeping the Family Tree Alive
- How Disaster Charity Can Pivot to Sustainable Philanthropy
- Why Some Tax Strategies Should Wait Until Next Year
- Tax Changes Are Coming Next Year, but You Can Plan for Them Now
- Trump Took Office. Stocks Rose. Investors Are Still Worried.
- A Seasonal Business Means Year-Round Work, but a Smaller Profit Window
- Tax Cuts for Small-Business Owners? It’s Complicated
- Forming a Picture of the New Philanthropist
- How Wealth Shapes an Entrepreneur and an Heiress
- They’re Rich but Trying to Reach Beyond the Money Bubble
- Firms Learn That as They Help Charities, They Also Help Their Brands
- Chicken Soup for the Soul? Sure, but Served in a Bowl?
- On the Farm, Investors Get Their Hands Dirty
- Investors Push Into a Resurging Market: House Flipping
- The Link Uniting Donors and Doers for Social Change
- How to Plan for the Unforeseen
- A Collector’s Dream: Creating Your Own Museum as a Legacy
- For an Investment That Sparkles, Consider Tiffany or Cartier
- Protecting Andy Warhol From Flood, Fire and Quake
- As Trump Pushes for Tax Overhaul, Wealth Advisers Say, ‘Wait and See’
- When Office Meetings Leave the Office Behind
- Can’t Afford to Buy a $3 Million Ferrari Enzo? Lease One Instead
- Squabbles Over the Family Summer Home? Don’t Hire a Lawyer Just Yet
- Even for Philanthropists, Museums Can Make Art a Tough Give
- You Can Always Get a Tee Time, but Turning a Profit Can Be Tricky
- Private Equity-Like Fund Aims to Speed Up Diabetes Research
- From Massages to ‘Pawicures,’ These Resorts Have It All for Pets
- Award-Winning Philanthropists Explain the Roots of Their Giving
- How to Make the Family Business Work Across the Generations
- How the Wealthy Talk to Their Children About Money
- When Your Home Is a Castle
- Custom Stalls and Air-Ride Suspension: How Derby Horses Travel in Style
- Bringing Family Wealth to Bear Against a Relentless Illness
- How Top Philanthropists Wield Power Through Their Donations
- Museums, Mansions, Yacht Clubs: Finding a Grand Spot for a Party
- Giving Like a Rockefeller, Even if You’re Not Super-Rich
- For Those Who Have It All, Charitable Wedding Registries
- An Unorthodox Gift to Notre Dame from Muslim Philanthropists
- A $2,000 Room and Stale Pastry? When Luxury Travel Goes Awry
- The Three Different Flavors of Family Businesses
- Who Are the Richest of the Rich?
- How Mark Cuban Hangs Onto His Money
- Where the World’s Wealthiest Invest Their Billions
- Those Fancy Oscar Gems? You Bet They’re Insured
- A Good Westminster Show Dog? It’ll Cost a Lot More Than Some Kibble
- Is Your Financial Adviser Acting in Your Best Interest?
- Profits? Nice, but for These Investors, Conscience Matters More
- Kroc’s Giving, Like McDonald’s Meals, Was Fast and Super-Sized
- A Tool Kit for the Donor Eager to Grasp All the Risks of Donation
- Trump May Not Like Alternative Energy, but Investors Should
2016
- After a Year of Faulty Predictions, 3 Approaches to Investing
- Family Cemeteries Bind Generations, for Remembrance and Tax Reasons
- Here’s the Key to Your Suite, and Another to Your Rolls-Royce
- Combine Long-Term Care With Life Insurance? Do the Numbers First
- It’s the Giving Season. Would You Like a Radio Station?
- Investing in Creativity, and in the Greater Good
- How to Give an I.R.A. to Children Without Giving Up Control
- A Global Investor, Concerned by World Politics
- The Wealthy Ask Themselves: What Do We Have to Lose?
- Trump’s Changes to the Tax Codes May Encourage Dynastic Wealth
- Disgraced Hedge Fund Manager Focuses on Aiding Veterans
- When Should Charities Throw In Together?
- Aligning Your Investments With What Motivates You
- Red-Flag Time: Your Broker Offers a Can’t-Miss Sales Contest
- Steven Cohen May Return to Hedge Fund Industry When Ban Expires
- A Museum’s Seal of Approval Can Add to Art’s Value
- Making Financial Management Both Spouses’ Job
- How Rich Couples Who Aren’t Pitt and Jolie Manage Their Divorces
- It Pays to Be Wary When Hiring an Estate Sales Agent
- For College Athletes, Financial Coaching From Retired Pros
- Owning a Vineyard: The Days of Wine Are Not All Rosy
- Real Estate Strikes Out on Its Own in the Stock Indexes
- Treasury Wants to End Tax Deal for Some Family-Owned Businesses
- A Firm Sells Its Contrarian Investments With Field Trips
- Philanthropic Group Asks Rich Women for Work as Well as Money
- How a Will Treating Children Differently Can Still Be Fair
- Why Insurance Companies Don’t Renew Policies
- Selling a Business Involves More Than Money
- Collecting Street Art: Have Room on Your Wall for a Wall?
- A Presidential Collectible’s Value? Depends on the President
- Investing in an Emotional Trust Fund for Your Children
- Insurance May Have You Covered, but It Might Not Be Worth It
- Deciding if a Financial Adviser Is Right for the Job
- Needing Cash, Some Small Business Owners Bypass the Bank
- Renovations That Add Value to a Home: Think Shingles, Not Marble
- Giving Like Michael Bloomberg: ‘Find One Small Thing’
- Making Big Donations to Change the World
- The Role of a Will in Asset Distribution
- Economic Gravity in the Oil Industry: What Goes Up Comes Down
- Municipal Bond Defaults Shake Up a Once-Sedate Market
- When Dividing Assets, the Little Things Matter
- Borrowing Directly From the Wealthy Can Be a Lifeline for Some
- Finding the Best Addiction Treatment, With Hired Help
- Getting Workers to Save More for Retirement
- The Art of Saying No as a Philanthropist
- Protecting Your Business, and Your Bank Account, in Case Clients Don’t Pay
- When It’s Time to Buy Out Partners, but Money Is Tight
- In Fledgling Exchange-Traded Fund, Striking a Blow for Women
- Turning Polluted Properties Into Profits
- Contaminated Property Makes for Costly Inheritance
- The Choices That Led Small Business Owners to Wealth
- Look Closely Before Leaping From a Steady but Unfulfilling Job
- A Philanthropist Drills to Discover Why Programs Work
- Charity Wine Auctions Are More Than Parties
- When College Scholarship Programs Falter
- Captive Insurers Face Increasing Scrutiny on Taxes
- New Year, Old-Fashioned Investment Strategy
- Want to Keep New Year’s Resolutions? Consider the Consequences of Failing
2015
- Parents of Children With Rare Diseases Find Hope in For-Profit Companies
- For Investors, the Brilliance of Diamonds Is All in Color
- The Bad Fortune of Some Ultrawealthy People
- Climate Change and Choosing Where to Invest
- Financial Considerations for Collectors of Art, Antiques and the Esoteric
- Taking a Rational Look at the Risk of Threats
- For Guidance, Would-Be Philanthropists Turn to Peers
- ‘Supersavers’ Focus on the Goal
- Still Bastions of the Elite, City Clubs Fill New Niches
- Defining Diversity in Silicon Valley and on Wall Street
- Jon Bon Jovi, the Jersey Shore and Impact Investing
- Digital Messages From Beyond the Grave
- Online University Helps Philanthropic Leaders
- Work-Life Challenges Regardless of Wealth
- Tips for the Aspiring Angel Investor
- How Geniuses Handle Their Money Windfalls
- When Is a Lease Not a Lease? When It’s an iPhone
- When Family Members Run Foundations, Scrutiny Never Ends
- The Challenges When Charities Team Up
- For Parents With Troubled Adult Children, Financial Hurdles Abound
- Getting Workaholics to Stop and Recharge
- With an Eye to Impact, Investing Through a ‘Gender Lens’
- Navigating Tougher I.R.S. Rules for Family Partnerships
- Modern Families and Modern Money Worries
- How to Snag a Reservation at That Oh-So-Popular Restaurant
- When Impact Investing Stays Local
- Upgrading a Deck to Avoid Headaches
- Party Planners Take It From Good to Great
- Finding the Right Fit for Flying Private
- The Computer as a Financial Planner
- Tough Choices for Succession in the Family Business
- Millionaires Who Are Frugal When They Don’t Have to Be
- Selling Private Collections Require Special Care
- Paying the Price for a Personal Drill Sergeant
- Families Find Principles That Keep the Business Going
- Guiding Wealthy Retirees on Health Expenses
- The Benefits and Caveats in Charity Challenges
- Prices for Private Residence Clubs Slow to Recover
- Noninvasive Cosmetic Surgery Can Deliver Confidence, at a Cost
- Gritty Details Are Behind the Glitter at Galas
- I.R.S. Is Looking Into Captive Insurance Shelters
- When Heirs Fight Over Assets With Sentimental Value
- As the Economy Awakens, Thoughts Turn to Dream Houses
- How the Year 2000 Turned My Life Upside Down
- Financial Advisers Seek to Inject a More Human Element
- Designing a Bespoke Perfume
- Adding Good Deeds to the Investment Equation
- Divorce Funding Firms Help Spouses Expecting Big Payouts
- Reading Restaurant Wine Lists, for Blockbusters and Values
- Yacht Chartering for Beginners
- Stressed by Money? Get on the Couch
- Finding the ‘Right’ Way to Dispose of Ill-Gotten Gains
- In Alzheimer’s Cases, Financial Ruin and Abuse Are Always Lurking
- Finding a Nanny Who Fits With Your Family
- The Rising Costs of Youth Sports, in Money and Emotion
- When Judging Financial Advisers, Look Beyond the Annual Return
- For Bond Investors, Ignoring Advice Has Been Profitable
2014
- What the Most Fortunate Learn During the Holidays
- Even for the Person Who Has Everything, Gifts Matter
- What to Do When Your Financial Adviser Retires
- The Ins and Outs of Perpetual Trusts
- Matching the Way You Give to the Cause You Give To
- Private Banks Turn to Niche Marketing for Clients
- In Sales of Luxuries, Geography Matters
- The True Cost of ‘Daddy, Can I Have a Pony?’
- Decision-Making Obstructs Path to Investment Goals
- Focusing on the Human Element of Estate Planning
- Stars Offer Rewards and Risks to Charities
- A Billion Still to Spend, and Only Two Years to Do It
- The Affluent Are Often Politically Moderate, a Survey Finds
- Wealth: More Boot Camp Than Spa
- At the Top of the World, a View of New York Real Estate
- Giving Back to Your School in a Big Way
- A Potential Game Changer for Estate Taxes on Art
- Regulatory Changes Could Restrict Pool of Private Investors
- The Weighty Responsibility of Inheriting a Collection
- Hispanic-Americans Work to Bolster Philanthropy at Home
- Investing to Make a Difference Is Gaining Ground
- Tough Decisions: Investing for a Nonprofit
- Power of Attorney Can Have Its Own Complications
- A Multimillion-Dollar Estate, for Sale by Owner
- Easing the Transition From One Nanny to the Next
- Almost as Certain as Death? Not Talking About the Inheritance
- Seeing a Supersize Yacht as a Job Engine
- Understanding the Philosophy Behind Your Investment Portfolio
- Vacation Experiences That Only Money Can Buy
- Learning Young the Gift of Helping Others
- ‘Smart Beta’ Investing Lets the Measure Pick the Stocks
- When a Will Divides an Estate, and Also Divides a Family
- Golf Tournaments as Fund-Raisers Gain Popularity
- Fear of Equities Drives More Investors to Cash
- In Slightly Less Wealthy Circles, Interest Rises in Private Equity
- Never Mind Stocks. Just Buy the Company
- Some Wines Are Worth Not Drinking
- A Multimillion-Dollar Battle Could Complicate Getting What You’re Owed
- Angel Investors Need a High Risk Tolerance, Not Billions
- Private Citizen Bloomberg’s Philosophy on Philanthropy
- Live Longer and Heirs Will Prosper in New York
- Tips to Manage Spending in Retirement
- Before Joining a Board, Size Up the Job and the Mission
- The Argot of Trusts, as Told in Acronyms
- Leaving the Comfort Zone to Learn Computer Code
- Older, They Turn a Phone Into a Job
- Looking for Ways to Keep Money From Dividing a Family
- For Boarding Schools, an Evolving Financial Aid Philosophy
- When You Evaluate a Fund Manager, Look Beyond Results
- Exploring the Tax Implications of Alternative Investments and Living in New Jersey
- At Private Schools, Another Way to Say ‘Financial Aid’
- In A Family Office, Lessons for the Less Wealthy
- Life Coaches for the Entrepreneurial Set
- What’s in Store for 2014? Here’s What to Watch
- Keeping Swindlers Out of Your Bank and Brokerage Accounts
- When Buying Stock in Gluttony Is a Good Investment
- Cold Facts About Estate Taxes
- Having Enough, but Hungry for More
- Need Cash? Own a Bentley? Take a Pawn Ticket
- Creating a Five-Year Investment Plan, Without Tea Leaves
- Forecasting the Year Ahead, and Preparing to Be Wrong
2013
- O Christmas Tree, How Lucrative Are Thy Branches
- For Top Earners, a Bigger Tax Bite This Year
- For Grandchildren, the Gift of Financial Awareness
- Insurance on the Person Who Makes the Business Run
- Individuals Find Ideas in the Institutional Investment World
- Planning for a Future in the Face of Terminal Illness
- Caring for Aging Parents, Even From a Distance
- The Cautionary Tale of an Investment Adviser Gone Astray
- Peter Lynch Once Managed Money. Now He Gives It Away
- Precious Eyes
- Jon Huntsman Sr.’s Early Calling to Philanthropy
- Twitter Tantalizes, but Beware the I.P.O.
- With Giving Season in Full Force, Seeking to Understand Donors
- Advisers Go Extra Lengths to Keep Wealthy Clients
- When Converting a Roth I.R.A. Back to a Traditional One Makes Sense
- Putting an Estate Value on the Assets Unique to You
- Younger Investors’ Approach to Investing
- Financing Start-Up Dreams With Retirement Savings
- Seeking Investments That Are Profitable and a Little Bit Green
- A Guessing Game on Taxes Owed
- Despite Drop in Commodity Prices, Farmland Values Rise
- From a Divorce in the Affluent Class, Lessons for All
- Handling an Investment Pitch From a Friend
- Seeking Light in the Heat of Energy Investing
- A Public Debate Over the Wisdom of Gandolfini’s Will
- That Bland Annuity Notice May Be Anything but Routine
- Captain of Your Own Yacht (for This Weekend, Anyway)
- Charitable Giving From Head or Heart
- For a Fee, Seeking Owners of Unclaimed Money
- How to Avoid an Estate Battle After You Die
- A Financial Backer When a Parent’s Wallet Isn’t an Option
- Loans From a Bank Supported by the the Family Tree
- Leaving Behind Digital Keys to Financial Lives
- When the Subject Is Returns, Honesty Can Hurt
- Taking a Look at a Proposal to Limit Tax-Deferred Savings
- Getting the Full Picture on Annuities and Insurance
- Taxes Influence Investment Strategy, Not Always for the Better
- Estate Planning Remains a Moving Target Under the New Law
- Measuring College Prestige vs. Cost of Enrollment
- Technology’s Impact on the Value of Financial Advice
- Overseas Finances Can Trip Up Americans Abroad
- Growing Up With a Trust
- Among Young Inheritors, an Urge to Redistribute
- Money Advice for Doctors and Lawyers and the Rest of Us
- Protecting Wealth in Volatile Fields
- Money Advice for People in Boom-or-Bust Fields
- College Admission Roulette: Ask for Financial Aid, or Not?
- Reasons to Avoid Stocks, and Why You Should Ignore Them
- Modern Safeguards for a Family-Owned Business
- The 1040 Blues
- Navigating Between Tax Avoidance and Evasion
- Family Foundations Prepare for Next Generation
- A Simple Way to Invest Grows More Complicated
- What the Small Player Can Expect When Using a Lobbyist
- Rushing Into a Mortgage Can Be Costly
- Coping With the New Tax Law, Even for the Richest of the Rich
- The End of a Decade of Uncertainty Over Gift and Estate Taxes
2012
- Past Turmoil Leaves a Lasting Impression on Investors
- Making an Argument For a Narrower Focus Of Donations
- A Proliferation of Ways to Use a Tax Break as Its End Nears
- On the Occasion of ‘Madoff Day,’ Think How to Avoid Fraud
- Save for Retirement in Just 10 Years? It’s Doable, but Risky
- Dealing With Doctors Who Take Only Cash
- Hasty Decisions May Cost More Than Higher Taxes
- How About a Fort Knox of Your Own?
- For Some, Giving Time to Schools Beats Giving Money
- A Soon-to-End Gift Tax Break Spurs a Flurry of Activity
- Safeguarding Your Assets Against the Hazards of a Lawsuit
- Armstrong’s Wealth Likely to Withstand Doping Charges
- Determining if Disability Insurance Is Necessary
- Financial Survival in a Time of Fiscal Peril
- Parceling Out a Nest Egg, Without Emptying It
- When Advisers Change Jobs, Ask Questions
- Planning for Retirement? Don’t Forget Health Care Costs
- Philanthropists Take the Measure of Doing Good
- For Whistleblowers, Consider the Risks
- A Guaranteed Return on an Annuity Has Limits After All
- The Tightwire Act of Living Only on Social Security
- Family Property Raises the Question of Managing for a Legacy
- Indulging in a Yacht, but Still Minding the Expenses
- In Private Equity, Profiting From Small-Time Deals
- When the Lender Buys Your Home Insurance, a Call Is In Order
- For Sale by Owner, a Multimillion-Dollar Mountain Estate
- What Some Investors Are Doing to Anticipate a Tax Increase
- When Your Pension Offers a Choice
- What to Tell the Children About Their Inheritance and When
- An Insurer of One’s Own? It’s Possible, With Caveats
- In an Unusual Tax Year, the Wealthy Turn to Partnerships
- From Woman to Girl, an Introduction to Finance
- To Give or Not to Give, Up to $5.12 Million
- In Investments as in Life, Passion Can Cloud Judgment
- An Investment on Wheels? Maybe Just an Expensive Hobby
- Buying a Sports Team Takes Heart and Cash, Plenty of It
- Winemaking Lures the Wealthy, but Not With Profits
- Franchisees Look for Success With a Proven Script
- Investing in Restaurants Can Work, but It’s Not as Easy as Pie
- Investing in a Racehorse Without Breaking the Bank
- Lights. Camera. Invest!
- Investors Try a Do-It-Yourself Approach to I.R.A.’s
- A To-Do List for the Consumer Financial Protection Bureau
- A Trophy Investment That Can Also Keep You Punctual
- Want an Active Investment Manager? Here’s What to Look For
- Helping Small-Business Owners Find the Perfect Mentor
- COMEBACK CHRONICLES: A Struggle at Work and Home When Country Calls
- COMEBACK CHRONICLES: Three Years On, Ponzi Scheme Still Haunts a Victim
- COMEBACK CHRONICLES: Though Pace Is Picking Up, a Builder’s Pay Is Not
- A Forecast for Low Returns, and Advice for Investors
- Some Dos and Don’ts About Leverage, Simply Put
- How to Avoid Forgeries When Buying Fine Art
- Making Plans for Prized Collections, Heartstrings Included
- Destination Clubs Introduce Budget Versions, Relatively Speaking
- Aspire to Public Office? Mind Your Financial Decisions Now
- WEALTH SPECIAL SECTION: Taking Back Your Business
- In Investing, Disclosure Only Gets You So Far
- The Advantages and Risks of Gingrich’s Tax Strategy
- Building a Portfolio for Safety and Returns
- A Convoluted Application of Insurance
- Deciding Who’s Rich (or Smart) Enough for High-Risk Investments
2011
- Analyzing the Analysts’ Investment Projections
- Debating Financial Strategies for the New Year After a Downbeat 2011
- In a Time of Giving, Learning When to Say No
- Getting a Grip on Taxes Before the Storm Hits
- Latin America, the Land of Opportunity and Caution
- In Commodities World, Safe and Secure Sometimes Isn’t
- Exploring the Labyrinth of Turkey Prices
- Tax Burdens Tilt Coastal, and System’s Fairness Is Debated
- Wealthy Buyers Fuel Market for Second Homes
- Despite Critics, Mortgage Deduction Resists Change
- MF Global Clients Fear for What They Left
- Best Investing Advice? Maybe Not the Conventional Method
- A Risky Investment, Made Unwittingly
- Chasing Opportunity in an Age of Upheaval
- In a Volatile Market, Some Turn to Insurance Instead of Bonds
- So Far, It’s Been a Half-Empty Year for Financial Forecasters
- Challenging Dollar-Cost Averaging and Other Bad Ideas
- ‘Buffett Rule’ Is More Complicated Than Politics Suggest
- Decoding the Wide Variations in House Appraisals
- In Agreement on Estate Taxes, Even More Complications
- Using an Inheritance to Teach Your Problem Child a Lesson
- Voluntarily Disclose Your Offshore Accounts, or Else
- The Hidden Dangers in Safe Havens
- Volatility As An Asset
- Managing an Investment Portfolio for Risks, Not Only Returns
- Owning a Ranch Offers Returns Beyond the Financial
- A Trust Surges, Heirs and Taxes in Mind, but Mind the Details
- From Honus to Derek, Memorabilia Is More Than Signed Bats
- Advisers Keep Eyes on the Horizon in a Choppy Economy
- Making a Portfolio, and More, at Money Camp
- Picking the Brains of the Super-Rich, and Picking Up Tips
- Financial Advice Gleaned From a Day in the Hot Seat
- Negative Web Data Can Be Challenged, at a Price
- Assessing the Value of Owning Dividend-Paying Stocks
- Avoiding Legal Issues When Managing Household Staff
- An Investment Asks, How Much Can You Afford to Lose?
- Wealthy Hesitate to Take a Break on Estate Taxes
- Net Worth, Self-Worth and How We Look at Money
- Putting Your Doctor, or a Whole Team of Them, on Retainer
- Taking the Time to Pick the Right Financial Adviser
- After Recession and Scandal, Private Residence Clubs Resurface
- Sticking By Rosy Predictions for the Stock Market
- For Tiger Woods, a Golf Course Design Business Is in the Rough
- Giving Strategically, When the Government Can’t Help
- Insurance Dictated By The Bank
- YM Special: Navigating the Benefits Maze
- YM Special: Finances CEOs May Not Be Watching: Their Own
- YM Special: Too Busy for Finances, but a Baby Changes That
- As Remodeling Rebounds, Caveats for the Homeowner
- When To Buy Or Sell? Don’t Trust Your Instincts
- In Pro Athletes’ Finances, a Defensive Line Pays
- Tracking Down and Collecting Unclaimed Life Insurance
- Protecting a Reputation Is Tougher in a Viral World
- Some Remedies for the Pain When Couples Talk Money
- The Hands-On Investor
- Hiding Money Overseas? You’re Taking a Big Chance
- Finding The Best Vehicle for Philanthropy
- For Investing Big Bonuses, Boring Is In
- Private Stocks Deals Are That Way for a Reason
- An Optimistic Start to Investing in 2011, With Caveats
2010
- Jewelry Theft Can Take the Sparkle Out of a Holiday
- Estate Tax Will Return Next Year, but Few Will Pay It
- How To Avoid Being Taken in by a Ponzi Scheme
- Thinking Ahead for Pets, Including Insurance and Trusts
- Animal Lovers, Beware of Ownership Costs
- Buy American? Upscale Investors Increasingly Look Abroad
- Planning for Income and Estate Taxes in an Uncertain Time
- Exploring Trusts for the Disabled
- A Child’s Legacy is More Than Money
- Discussing Money Without the Family Drama
- Keeping Both Spouses in the Financial Picture
- Changing Definitions of ‘Green’ Alter Investment Strategies
- Scrutinizing the Elite, Whether They Like It or Not
- The Crowd Around the Gold Counter
- Good Job Offer, but What About The House?
- Avoid Legal Pitfalls When Buying Art
- Choosing Insurance for the College Life (Grades Not Included)
- Preparing Children To Be Safe At College
- The Art of Thinking Clearly Under Great Pressure
- A Year to Give Gifts to Your Heirs and Save On Taxes
- As Private Tutoring Booms, Parents Look at the Returns
- Pledging Fortunes Takes Extra Effort in a Shaky Recovery
- Finding An Alternative To Selling and Retiring
- Partnerships May Aid Your Estate, but the I.R.S. Is Watching
- If It Causes Stress, Is It Really a Vacation Home?
- Structured Like a Mutual Fund, Traded Like a Stock
- How The Rich and Famous Can Stay Rich (If Not Famous)
- Bypassing Funds, Wealthy Families Try Direct Investing
- Natural Disasters Happen. Will Your Home Be Ready?
- Oprah Winfrey Opts for Her Own Private Financial Adviser
- Confusion Over the Dormant Estate Tax Keeps Advisers Busy
- Blended Families Face Financial and Emotional Issues
- Teaching Work Values to Children of Wealth
- What Higher Taxes Will Really Mean
- Practically Speaking, Stocks May Be a Good Bet
- Protecting Your Home, Part 2, or What Readers Think
- Weighing The Value of a Home Security System
- With Impact Investing, A Focus on More Than Returns
- After a Strong Year for Hedge Funds, Investors Return
- The Risks and Returns of Municipal Bonds
- Protect Your Art With More Than A Handshake
- Assemble a Paper Trail, and Make Sure Your Heirs Can Follow It
- Time for an Insurance Check-Up, as Needs and Options Change
- Philanthropy in the Form of a Fat Cash Prize
- No Federal Estate Tax, But What About Your State?
- Learning How To Hedge Yourself, and Not Just Your Portfolio
- Real Estate Looks Risky, But Less So For Bargain Hunters
- Broker? Adviser? And What’s the Difference?
- Index Fund, Dowdy To Some, Get a Noticeable Endorsement
- Fewer Toys For The Wall Street Boys
- A Bizarre Year For The Estate Tax Will Require Extra Planning
2009
- Thinking Hard About Retirement and Death
- More Tax Chores For The Wealthy at Year-End
- Philanthropy Thrives, Even With Reduced Resources
- Big Investors Grow Wary of Hedge Funds and Private Equity
- Running Scared
- All This Anger Against the Rich May Be Unhealthy
- Too Rich Too Worry? Not In This Downturn
- Millionaires See Benefits of Budgeting
- Somebody’s Watching…And Ready To Sue
- Teaching Golf Pros What They Already Know
- There’s Value In Real Estate, If You Find Your Florida
- In Search of Competent (And Honest) Advisers
- Teaching The Entitled Young The Facts of Life
- Here’s $50 million; What’s Your Risk Tolerance?
- Even For Luxury Cars, Dickering Is Possible
- How Do I Know You’re Not Bernie Madoff?
- California Worries About Fate of Loan-Aid Repayment for Teachers
- Some See Economy In Crisis, But the Intrepid Find Bargains
- Students Relying on Loans Wonder Weather Forgiveness Will Last
- In Selling a Boat, No Port In The Storm
- More Investors, Chastened by Stock Losses, Settle for Municipal Bond
- Insuring Your Business (And Yourself) Against Loss
- Keeping Donations Flexible Now To Avoid Conflict Tomorrow
- Never Mind Your 401(k). How’s Your Insurance?
- Who Gets Hurt When The Wealthy Cut Back
- Smaller Though It May Be, It’s Time To Look At the Estate
- Some Consolation for Those in the Top Tax Bracket
- Lives, Interrupted: The New Austerity
- As Brokerages Regroup, The Lines Are Open
- For High Earners, A Day of Reckoning
- It’s Not Just The Money, It’s the Mindset
- Surviving In A Financial World With Limits
- Following The Money, After Its Swiss Exit
- The Rules That Madoff’s Investors Ignored