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Wealth Management

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2026 Alternative Playbook: What To Overweight, Underweight, And Why

A forward looking analysis of alternative investments in 2026, covering private equity, private credit, infrastructure, real assets, and portfolio allocation strategies.

ByFred Hubler,

Contributor

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Estate and Gift Tax Planning for 2026 and Beyond:

The estate tax exemption may be permanent, but your planning review should be annual.

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What Others Need To Know About Your Estate And Estate Plan

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

ByBob Carlson,

Senior Contributor

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Strong GDP And Rising Profits Set Up A Resilient US Economy For 2026

A robust GDP print, profit growth, and 2026 policy tailwinds show why the U.S. economy may stay resilient despite labor‑market weakness and lingering recession worries.

ByBill Stone,

Contributor

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What Interest Rates, Markets And The 2026 Economic Outlook Mean For Your Money

Forbes’ expert contributors say investors may look forward to a less stressful year, depending on inflation, interest rates and other unpredictable factors.

ByEmma Waldman,

Forbes Staff

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The Year-End Financial Checklist That Can Strengthen Retirement Plans

Use this checklist to see if your year-end planning is keeping your retirement on track.

ByAndrew Rosen,

Contributor

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As OpenAI Shifts To For-Profit, Its Foundation Controls $130 Billion. Who Benefits?

Concentrated wealth can blur the line between public purpose and private influence. OpenAI’s conversion reignites this Gilded Age question on an unprecedented scale.

ByPaulo Carvão,

Contributor

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Santa Claus Rally: Will Wall Street Cheer Or Will The Grinch Steal Gains?

Explore whether the Santa Claus Rally will boost stocks or if year-end risks could spoil gains. Learn what history and market trends signal for investors.

ByBill Stone,

Contributor

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What 2026 Means For Your Retirement Savings Plan

Learn how retirement savings strategies should adapt in 2026 with insights on taxes, Social Security inflation and healthcare costs.

ByAndrew Rosen,

Contributor

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Will AI And Stimulus Save The U.S. Economy As Job Market Softens?

AI investment and stimulus fuel growth, but a softening job market raises recession risks for the U.S. economy.

ByBill Stone,

Contributor

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How One Couple Lost Their Life Savings To A Fake Federal Investigation

Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and Medicare gotchas, as well as the scammers.

ByKelly Phillips Erb,

Forbes Staff

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How To Use Forbes’ Top 100 Charities List To Evaluate Any Charity

Forbes uses financial efficiency ratios you can apply to other, smaller charities, too. Plus, other resources for checking an organization before you give.

ByWilliam P. Barrett,

Senior Contributor

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America’s Top 100 Charities: A Year Of Pain After Trump Cuts

Save The Children Federation and International Rescue Committee are among the Forbes 2025 Top 100 Charities scrambling to make up for budget shortfalls.

ByWilliam P. Barrett,

Senior Contributor

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Why 2026 Could Be A Good Year For Planned Charitable Giving

2026 gives taxpayers a chance to revisit charitable giving. Whether you’re donating cash, stock or money from a retirement account, a little planning can go a long way.

ByKelly Phillips Erb,

Forbes Staff

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Investing Isn’t Gambling, Especially When It Comes To Your Retirement

Investing isn't the same as gambling, particularly when it comes to your retirement planning.

ByAndrew Rosen,

Contributor

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Everything Everywhere All At Once – Now Tokenized

You start with a real-world asset. Using blockchain, investors can buy small fractions, just like owning fractional shares of a stock.

ByFred Hubler,

Contributor

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Warren Buffett’s Thanksgiving Letter: Leadership, Legacy And Berkshire’s Future

Discover Warren Buffett’s insights on leadership, legacy, and Berkshire Hathaway’s future from his Thanksgiving letter as he prepares to hand the reins to Greg Abel.

ByBill Stone,

Contributor

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Six Advanced Strategies For Ducking Capital Gain Taxes

Charitable remainder trusts, prepaid variable forwards and other techniques for avoiding a big capital gain

ByWilliam Baldwin,

Senior Contributor

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From the January 2026 issue

Smart Tax Strategies For Dealing With A Big Stock Gain

Put options and charitable remainder trusts are among the strategies for reducing the risk in a concentrated stock holding.

ByWilliam Baldwin,

Senior Contributor

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DNA Tests And Estate Planning: How 23andMe Resulted In A $28 Million DNA Surprise.

In 2025, a $99 DNA kit can rewrite a million-dollar estate plan.