Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by fear of later regretting a “wrong” […]
Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. […]
Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute Lifetime gifts have the potential to offer important rewards […]