George Harrison

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  Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

  By Editorial Staff  |  February 22, 2013

  "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  Favorite 10 Philanthropists: Carnegie, Oprah, Aguilera & More

  By Dan Berman, AdvisorOne  |  September 29, 2011

  Andrew Carnegie kicked off the idea of the rich elite giving back; so AdvisorOne humbly highlights 10 people—of the many to highlight—who used their wealth to help others.

• Dead Man Earning

  By Caren Chesler  |  July 1, 2007

  As the only living relative of a famous rock star, "Kimberly" never had to work a day in her life. She could always count on...