Three powerful forces are draining family wealth — and your estate plan is completely unprepared
From Medicaid cuts to an IRA tax trap, here are the real threats to your family’s inheritance and what to do about them.
From Medicaid cuts to an IRA tax trap, here are the real threats to your family’s inheritance and what to do about them.
Standard Chartered has appointed João Galvão as head of trade sales, transaction banking, for the Americas. Galvão joins from Deutsche Bank, where he has spent the last 15 years, most recently as head of trade finance structuring, Americas. Based in New York, in his new position he will report to Bharat Padmanabhan, the bank’s global…
Key Points Shares in Venture Global (NYSE: VG) rose by 11.2% in the week to Friday morning as the market began pricing in a breakdown of the U.S.-Iran ceasefire. It’s far from clear whether the memorandum of understanding (MoU) between the U.S. and Iran remains relevant, and whether the Strait of Hormuz will be fully…
Mashreq Al Islami secured the Middle East’s best Islamic digital bank award on the back of a transformation that moved Islamic banking from a parallel offering to a fully scaled, end‑to‑end digital franchise. During the review period, the bank demonstrated that Shariah‑compliant banking can be delivered at speed, at scale and profitably, while meeting some…
Individual bank account bonuses and rewards programs come and go. But it’s basically a given that dozens of online banks (and brick-and-mortar banks and credit unions) offer enticements to new and longtime account holders at any given time. The same is true for opportunities to earn high yields (high-interest payouts) and generous rewards on other…
It’s always fun to unearth some esoteric piece of personal finance history. I know there are only a few nerds out there who care (hello, Grant Sabatier!), but those of us who care really care. Two years ago, I published an article exploring the history of financial independence in which I noted that the earliest…
Key Points Shares of Figma (NYSE: FIG) were taking a dive last month as part of a broader pullback in software stocks amid ongoing fears of AI disruption, especially after Anthropic launched a competing product, Claude Design, in April. Despite that decline, there was some positive analyst chatter for Figma, and the stock stabilized in…