The U.S. economy is expected to slow over the next several months while California’s wealth gap continues to widen due to ...

5. Post-Decision Evaluation for Future Planning Case reviews compiled by SRM Private Wealth illustrate the process of reviewing previous financial decisions and outcomes as a tool for future planning.

The impact case is clear, and the business case is even stronger. Broad-based ownership builds companies that last. It keeps ...

Millionaires now control nearly 50% of global personal wealth. Here's what extreme wealth inequality means for the economy, ...

Could putting a limit on personal wealth help rebalance society and reduce inequality? The idea is controversial — but as ...

Governments are turning to private wealth to address financial challenges, with potential strategies including tax-free bonds.

Switzerland offsets its wealth tax by substituting it for other taxes common elsewhere. Other countries use wealth taxes to ...

Local governments in the United States are responsible for many of the services people rely on daily—schools, parks, public ...

Doing “everything right” is still not enough for black and Latino households to accumulate as much wealth as their white counterparts. To effectively oppose these policies, and to push for better ...

Comptroller Brooke Lierman released a report outlining the potential for Maryland to adopt a statewide baby bonds program.

Maryland Comptroller Brooke Lierman released a report on the feasibility and potential impacts of implementing a statewide "Baby Bonds" program.

Racial equality has become a central theme of this presidential election cycle. The racial wealth gap – the massive difference in the wealth that African-Americans and whites own – has gained ...