Learn the skills you need for a more financially secure life By CALEB SILVER Full Bio Caleb has been the Editor-in-Chief of Investopedia since 2016. He is an award-winning media executive with more than 20 years of experience in business news, digital publishing, and documentaries. Caleb is the on the Board of Governors and Executive Committee …
What Is a Family Office and Do You Need One? By ADAM HAYES Full Bio Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master’s in economics from …
What Is Retirement Planning? Steps, Stages, and What to Consider By JULIA KAGAN Updated January 09, 2023 Reviewed by CHIP STAPLETON Reviewed by Chip Stapleton Full Bio Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, Accident, and Health License in Indiana. He has …
What Is Wealth Management? Wealth management is the process of making decisions about your assets, sometimes with a wealth manager. This includes, but isn’t limited to, financial investments, tax planning, estate planning and other financial matters. The goal of wealth management is to help you achieve financial security and grow and protect your wealth. A …
