Dell’s stock is up 235% this year — and earnings could propel it even higher, analysts say

Last week, I raved about the book Designing Your Life by Bill Burnett and Dave Evans. These two Stanford design professors have taken design principles and applied them to helping people figure out what they want to be when they grow up. After advocating Designing Your Life to several friends, two of them suggested that…

As wealth managers begin to evaluate Section 530A Trump Accounts, much of the early discussion has focused on the mechanics: how accounts will be opened, who will custody them, what investments will qualify, how contributions will be administered, and what happens when the account converts at age 18. Those questions matter, but they miss the…

With economic uncertainty spreading across the country, Americans are finding it difficult to keep up. If an unexpected expense arises, they feel even more financially vulnerable, with 29% of Americans having more credit card debt than they have in savings and nearly one in four having no savings at all. This is why it’s becoming…

Yes, mortgage interest rates are higher today, but only by a little. The average interest rate on a 30-year, fixed-rate mortgage rose to 6.57% APR, according to rates provided to NerdWallet by Zillow. This is two basis points higher than Friday but six basis points lower than a week ago. (See our chart below for…

More than one-third of financial advisers are preparing to retire within the next decade, which means advisory firms will need stronger recruiting, training and succession programs to ensure client relationships and assets remain intact, according to recently published research from Cerulli Associates. Approximately 35.3% of advisers—representing 40.1% of industry assets under advisement—expect to retire within…

Wealth management firms promote their ability to preserve, protect and grow wealth. That’s an important foundation. But for families managing wealth across generations, financial performance alone doesn’t answer a more fundamental question: “What’s this wealth meant to support and make possible?” In our opinion, returns are the “how.” Purpose is the “why.” As the largest…