Tag Archives: Wealth

Securities Attorney Jake Zamansky Gets Mentioned in Wealth Management Regarding Yield Enhancement Strategy (YES)

The yield enhancement strategy (YES) is often pitched as a “safe” or “low-risk” option for investors who are interested in maintaining consistent returns. However, reality has recently shown that the investment products bought and sold under YES are extremely complex … Continue reading

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How Pro Athletes Can End Up Losing Their Wealth

The news is littered with professional sports stars earning millions and millions of dollars on contracts and endorsements and then for everything to come crushing back down on them. Once their personal fortunes are exhausted it is nearly impossible to… … Continue reading

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Asset and wealth management M&A activities in 2018 and beyond

Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year. According to an overview published by PwC, the total announced value of the M&A deals was … Continue reading

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Wealth — Inherited or Self-Made?

The claim is often made that inherited money is a social evil which needs to be curtailed such as by an estate or inheritance tax. People point to celebrities such as Paris Hilton to support this claim. However, Robert Frank… … Continue reading

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U.S. wealth concentration returns to levels last seen during the Roaring Twenties

NBER Working Paper Series: Global Wealth Inequality , Gabriel Zucman, Working Paper 25462, January 2019. “This article reviews the recent literature on the dynamics of global wealth inequality. I first reconcile available estimates of wealth inequality in the United States. … Continue reading

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