Joyce Oaks

Whether it’s interest rate cuts and inflationary concerns or investor concerns about formerly hot tech stocks, money is moving into gold stocks and REITs.

Jenny Abramson and Heidi Patel have signed up investors such as Melinda French Gates and UBS for their third Rethink Impact fund, boosting assets under management to more than half a billion.

In any industry, there are general guidelines often referred to as rules of thumb - learn how the drawdown rule can impact your retirement.

Value stocks are out of favor, basically, as money managers keep going for growth in the form of big cap tech and social media stocks.

Once you pass, your attorney-in-fact can no longer manage your assets so what about debts in your estate?

A Family Office CEO is a trusted advisor, strategist and guardian of the family's legacy. Explore the key qualities that define a successful Family Office CEO.